Capital Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Capital Investment Advisors’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,289	Closed	-$249K	–	499
2017 Q4	$249K	Hold	7,289	–	–	0.02%	411
2017 Q3	$252K	Buy	+7,289	New	+$252K	0.02%	397
2017 Q1	–	Sell	-5,455	Closed	-$185K	–	468
2016 Q4	$185K	Sell	5,455 -725	-12%	-$24.8K	0.02%	422
2016 Q3	$216K	Buy	+6,180	New	+$216K	0.02%	397

Other funds holding SPIB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

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

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Capital Investment Advisors's SPIB Position: Q1 2018 in Review

Capital Investment Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2018, closing a stake of 7,289 shares — an estimated $249K sold.

Capital Investment Advisors first reported a position in SPIB in Q3 2016 and held it in 4 quarters. The position peaked at $252K in Q3 2017. 205 funds tracked by Wall St. Rank hold SPIB as of Q1 2018.

Capital Investment Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Capital Investment Advisors sold 7,289 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2018, an estimated $249K.
Capital Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2016 and held it in 4 quarters.
Capital Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $252K in Q3 2017.
205 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2018.

Based on Capital Investment Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.