Community Financial Services Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Community Financial Services Group’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
2015 Q4	–	Sell	-1,680	Closed	-$57K	–	199
2015 Q3	$57K	Hold	1,680	–	–	0.03%	114
2015 Q2	$57K	Hold	1,680	–	–	0.03%	122
2015 Q1	$58K	Hold	1,680	–	–	0.03%	121
2014 Q4	$57K	Hold	1,680	–	–	0.03%	123
2014 Q3	$57K	Hold	1,680	–	–	0.03%	116
2014 Q2	$58K	Hold	1,680	–	–	0.03%	109
2014 Q1	$57K	Buy	+1,680	New	+$57K	0.03%	108
2013 Q4	–	Sell	-1,680	Closed	-$57K	–	167
2013 Q3	$57K	Hold	1,680	–	–	0.03%	102
2013 Q2	$56K	Buy	+1,680	New	+$58K	0.03%	102

Other funds holding SPIB

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

CSIA

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Community Financial Services Group's SPIB Position: Q4 2015 in Review

Community Financial Services Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2015, closing a stake of 1,680 shares — an estimated $57K sold.

Community Financial Services Group first reported a position in SPIB in Q2 2013 and held it in 9 quarters. The position peaked at $58K in Q1 2015. 85 funds tracked by Wall St. Rank hold SPIB as of Q4 2015.

Community Financial Services Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Community Financial Services Group sold 1,680 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2015, an estimated $57K.
Community Financial Services Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and held it in 9 quarters.
Community Financial Services Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $58K in Q1 2015.
85 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.