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

Colton Groome 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
2020
Q1 		– Sell
-51,905
Closed -$1.45M – 66
2019
Q4 		$1.45M Buy
51,905
+1,473
+3% +$40.5K 1.04% 23
2019
Q3 		$1.39M Buy
+50,432
New +$1.39M 1.02% 24

Other funds holding EBND

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Colton Groome Financial Advisors's EBND Position: Q1 2020 in Review

Colton Groome Financial Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2020, closing a stake of 51,905 shares — an estimated $1.45M sold.

Colton Groome Financial Advisors first reported a position in EBND in Q3 2019 and held it in 2 quarters. The position peaked at $1.45M in Q4 2019. 110 funds tracked by Wall St. Rank hold EBND as of Q1 2020.

  • Colton Groome Financial Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 51,905 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2020, an estimated $1.45M.
  • Colton Groome Financial Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2019 and held it in 2 quarters.
  • Colton Groome Financial Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $1.45M in Q4 2019.
  • 110 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2020.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.