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Anfield Capital Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Anfield Capital Management’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-24,993
Closed -$2.07M – 105
2021
Q4 		$2.07M Buy
24,993
+294
+1% +$25.2K 0.71% 28
2021
Q3 		$2.11M Sell
24,699
-518
-2% -$44.7K 0.66% 33
2021
Q2 		$2.19M Buy
25,217
+1,694
+7% +$143K 0.83% 22
2021
Q1 		$1.96M Sell
23,523
-2,016
-8% -$174K 0.78% 28
2020
Q4 		$2.11M Sell
25,539
-3,072
-11% -$232K 0.9% 31
2020
Q3 		$1.97M Sell
28,611
-6,912
-19% -$459K 1.14% 22
2020
Q2 		$2.15M Buy
35,523
+16,490
+87% +$904K 0.85% 27
2020
Q1 		$911K Sell
19,033
-184
-1% -$10K 0.53% 34
2019
Q4 		$983K Buy
+19,217
New +$1.03M 0.4% 44

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return