BHF Kleinwort Benson Group’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

BHF Kleinwort Benson Group’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-928	Closed	-$29K	–	566
2014 Q2	$29K	Hold	928	–	–	﹤0.01%	499
2014 Q1	$29K	Buy	+928	New	+$28.5K	﹤0.01%	514

Other funds holding SPSB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BHF Kleinwort Benson Group's SPSB Position: Q3 2014 in Review

BHF Kleinwort Benson Group sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2014, closing a stake of 928 shares — an estimated $29K sold.

BHF Kleinwort Benson Group first reported a position in SPSB in Q1 2014 and held it in 2 quarters. The position peaked at $29K in Q2 2014. 128 funds tracked by Wall St. Rank hold SPSB as of Q3 2014.

BHF Kleinwort Benson Group reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
BHF Kleinwort Benson Group sold 928 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2014, an estimated $29K.
BHF Kleinwort Benson Group first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2014 and held it in 2 quarters.
BHF Kleinwort Benson Group's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $29K in Q2 2014.
128 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2014.

Based on BHF Kleinwort Benson Group's 13F filing for Q3 2014, filed 20 Feb 2015.