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Simply Money Advisors: MDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simply Money Advisors on MDY, newest first. How the timeline and the estimate are built.

Simply Money Advisors held 15,525 MDY shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 15,525 shares
    Change vs previous 13F -3,386 shares

    0.75% of the 13F portfolio, value $5,305,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-12-31
    13F 18,911 shares
    Change vs previous 13F -2,267 shares

    0.84% of the 13F portfolio, value $6,532,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-09-30
    13F 21,178 shares
    Change vs previous 13F +32 shares

    0.91% of the 13F portfolio, value $6,911,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-06-30
    13F 21,146 shares
    Change vs previous 13F -10,278 shares

    0.92% of the 13F portfolio, value $6,716,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-03-31
    13F 31,424 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $9,818,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).