CCM
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Cribstone Capital Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Cribstone Capital Management’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-637
Closed -$33K – 409
2019
Q3 		$33K Buy
+637
New +$33.8K 0.02% 272
2018
Q1 		– Sell
-637
Closed -$32K – 798
2017
Q4 		$32K Hold
637
– – 0.02% 370
2017
Q3 		$33K Hold
637
– – 0.02% 313
2017
Q2 		$32K Hold
637
– – 0.02% 316
2017
Q1 		$31K Sell
637
-250
-28% -$11.8K 0.02% 351
2016
Q4 		$41K Hold
887
– – 0.03% 284
2016
Q3 		$40K Hold
887
– – 0.02% 292
2016
Q2 		$39K Buy
+887
New +$38.5K 0.02% 313

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return