Advantage Investment Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Advantage Investment Management’s Portfolio EBND Stock Details EBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-208	Closed	-$5K	–	1007
2018 Q3	$5K	Hold	208	–	–	﹤0.01%	841
2018 Q2	$6K	Sell	208 -1,306	-86%	-$37.2K	﹤0.01%	732
2018 Q1	$46K	Hold	1,514	–	–	0.02%	396
2017 Q4	$45K	Hold	1,514	–	–	0.01%	422
2017 Q3	$45K	Hold	1,514	–	–	0.01%	408
2017 Q2	$44K	Hold	1,514	–	–	0.02%	406
2017 Q1	$43K	Sell	1,514 -75	-5%	-$2.06K	0.02%	373
2016 Q4	$42K	Sell	1,589 -57,029	-97%	-$1.54M	0.02%	364
2016 Q3	$1.66M	Sell	58,618 -5,954	-9%	-$167K	0.61%	34
2016 Q2	$1.8M	Buy	+64,572	New	+$1.75M	0.85%	29

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Advantage Investment Management's EBND Position: Q4 2018 in Review

Advantage Investment Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2018, closing a stake of 208 shares — an estimated $5K sold.

Advantage Investment Management first reported a position in EBND in Q2 2016 and held it in 10 quarters. The position peaked at $1.8M in Q2 2016. 79 funds tracked by Wall St. Rank hold EBND as of Q4 2018.

Advantage Investment Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2018 after selling out during the quarter.
Advantage Investment Management sold 208 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2018, an estimated $5K.
Advantage Investment Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2016 and held it in 10 quarters.
Advantage Investment Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.8M in Q2 2016.
79 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.