Doyle Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Doyle Wealth 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 Q3	–	Sell	-150	Closed	-$8K	–	315
2019 Q2	$8K	Buy	+150	New	+$7.86K	﹤0.01%	661
2019 Q1	–	Sell	-150	Closed	-$7K	–	302
2018 Q4	$7K	Buy	+150	New	+$7.54K	﹤0.01%	678

Other funds holding CWB

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Doyle Wealth Management's CWB Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2019, closing a stake of 150 shares — an estimated $8K sold.

Doyle Wealth Management first reported a position in CWB in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 337 funds tracked by Wall St. Rank hold CWB as of Q3 2019.

Doyle Wealth Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 150 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2019, an estimated $8K.
Doyle Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $8K in Q2 2019.
337 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.