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

Calton & Associates’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
2018
Q1 		– Sell
-102
Closed -$3K – 580
2017
Q4 		$3K Buy
+102
New +$3K ﹤0.01% 1316

Other funds holding EBND

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Calton & Associates's EBND Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2018, closing a stake of 102 shares — an estimated $3K sold.

Calton & Associates first reported a position in EBND in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 68 funds tracked by Wall St. Rank hold EBND as of Q1 2018.

  • Calton & Associates reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 102 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $3K in Q4 2017.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.