AP
EBND icon

Atwood & Palmer’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Atwood & Palmer’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
2019
Q2 		– Sell
-120
Closed -$3K – 311
2019
Q1 		$3K Buy
+120
New +$3.26K ﹤0.01% 305

Other funds holding EBND

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Atwood & Palmer's EBND Position: Q2 2019 in Review

Atwood & Palmer sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2019, closing a stake of 120 shares — an estimated $3K sold.

Atwood & Palmer first reported a position in EBND in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 87 funds tracked by Wall St. Rank hold EBND as of Q2 2019.

  • Atwood & Palmer reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Atwood & Palmer sold 120 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2019, an estimated $3K.
  • Atwood & Palmer first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q1 2019 and held it in 1 quarter.
  • Atwood & Palmer's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $3K in Q1 2019.
  • 87 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.