EWF
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Epstein & White Financial’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Epstein & White Financial’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
2018
Q2 		– Sell
-6,342
Closed -$212K – 116
2018
Q1 		$212K Sell
6,342
-439
-6% -$14.8K 0.14% 103
2017
Q4 		$231K Buy
+6,781
New +$233K 0.13% 94

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Epstein & White Financial's SPIB Position: Q2 2018 in Review

Epstein & White Financial sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2018, closing a stake of 6,342 shares — an estimated $212K sold.

Epstein & White Financial first reported a position in SPIB in Q4 2017 and held it in 2 quarters. The position peaked at $231K in Q4 2017. 210 funds tracked by Wall St. Rank hold SPIB as of Q2 2018.

  • Epstein & White Financial reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Epstein & White Financial sold 6,342 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2018, an estimated $212K.
  • Epstein & White Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Epstein & White Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $231K in Q4 2017.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2018.

Based on Epstein & White Financial's 13F filing for Q2 2018, filed 19 Jul 2018.