EIM
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Emerson Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Emerson Investment Management’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
2014
Q4 		– Sell
-1,171
Closed -$40K – 187
2014
Q3 		$40K Buy
+1,171
New +$40.2K 0.01% 171

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $670M AUM 34.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Emerson Investment Management's SPIB Position: Q4 2014 in Review

Emerson Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2014, closing a stake of 1,171 shares — an estimated $40K sold.

Emerson Investment Management first reported a position in SPIB in Q3 2014 and held it in 1 quarter. The position peaked at $40K in Q3 2014. 63 funds tracked by Wall St. Rank hold SPIB as of Q4 2014.

  • Emerson Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 1,171 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2014, an estimated $40K.
  • Emerson Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $40K in Q3 2014.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.