BFC
CWB icon

Bedel Financial Consulting’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Bedel Financial Consulting’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
2020
Q1 		– Sell
-45
Closed -$2K – 833
2019
Q4 		$2K Hold
45
– – ﹤0.01% 673
2019
Q3 		$2K Hold
45
– – ﹤0.01% 647
2019
Q2 		$2K Sell
45
-100
-69% -$5.24K ﹤0.01% 639
2019
Q1 		$8K Hold
145
– – 0.01% 518
2018
Q4 		$7K Buy
145
+100
+222% +$5.03K 0.01% 504
2018
Q3 		$2K Hold
45
– – ﹤0.01% 608
2018
Q2 		$2K Hold
45
– – ﹤0.01% 609
2018
Q1 		$2K Buy
+45
New +$2.35K ﹤0.01% 604

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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return