Braver Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Braver Wealth Management’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	-9,426	Closed	-$290K	–	87
2014 Q2	$290K	Sell	9,426 -1,845	-16%	-$56.8K	0.07%	79
2014 Q1	$347K	Buy	11,271 +1,429	+15%	+$43.9K	0.1%	65
2013 Q4	$302K	Sell	9,842 -1,743	-15%	-$53.6K	0.1%	67
2013 Q3	$356K	Hold	11,585	–	–	0.12%	70
2013 Q2	$354K	Buy	+11,585	New	+$356K	0.16%	57

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

Braver Wealth Management's SPSB Position: Q3 2014 in Review

Braver Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2014, closing a stake of 9,426 shares — an estimated $290K sold.

Braver Wealth Management first reported a position in SPSB in Q2 2013 and held it in 5 quarters. The position peaked at $356K in Q3 2013. 128 funds tracked by Wall St. Rank hold SPSB as of Q3 2014.

Braver Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
Braver Wealth Management sold 9,426 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2014, an estimated $290K.
Braver Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and held it in 5 quarters.
Braver Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $356K in Q3 2013.
128 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2014.

Based on Braver Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.