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Capital Planning Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Capital Planning Advisors’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
2019
Q4 		– Sell
-63
Closed -$2K – 128
2019
Q3 		$2K Buy
+63
New +$1.73K ﹤0.01% 150

Other funds holding EBND

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Planning Advisors's EBND Position: Q4 2019 in Review

Capital Planning Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2019, closing a stake of 63 shares — an estimated $2K sold.

Capital Planning Advisors first reported a position in EBND in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 119 funds tracked by Wall St. Rank hold EBND as of Q4 2019.

  • Capital Planning Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 63 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2019, an estimated $2K.
  • Capital Planning Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2019 and held it in 1 quarter.
  • Capital Planning Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $2K in Q3 2019.
  • 119 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.