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

Capstone Financial 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
2015
Q1 		– Sell
-9,548
Closed -$271K – 98
2014
Q4 		$271K Buy
+9,548
New +$280K 0.08% 61

Other funds holding EBND

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Laidlaw Group Bedford Hills, New York $210M AUM 6.2% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Capstone Financial Advisors's EBND Position: Q1 2015 in Review

Capstone Financial Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2015, closing a stake of 9,548 shares — an estimated $271K sold.

Capstone Financial Advisors first reported a position in EBND in Q4 2014 and held it in 1 quarter. The position peaked at $271K in Q4 2014. 34 funds tracked by Wall St. Rank hold EBND as of Q1 2015.

  • Capstone Financial Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Capstone Financial Advisors sold 9,548 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2015, an estimated $271K.
  • Capstone Financial Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2014 and held it in 1 quarter.
  • Capstone Financial Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $271K in Q4 2014.
  • 34 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2015.

Based on Capstone Financial Advisors's 13F filing for Q1 2015, filed 13 May 2015.