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Evercore Wealth Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Evercore Wealth Management’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,433
Closed -$44K – 1035
2016
Q4 		$44K Hold
1,433
– – ﹤0.01% 631
2016
Q3 		$44K Hold
1,433
– – ﹤0.01% 624
2016
Q2 		$44K Buy
+1,433
New +$43.9K ﹤0.01% 606

Other funds holding SPSB

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Evercore Wealth Management's SPSB Position: Q1 2017 in Review

Evercore Wealth Management sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2017, closing a stake of 1,433 shares — an estimated $44K sold.

Evercore Wealth Management first reported a position in SPSB in Q2 2016 and held it in 3 quarters. The position peaked at $44K in Q4 2016. 201 funds tracked by Wall St. Rank hold SPSB as of Q1 2017.

  • Evercore Wealth Management reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,433 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2017, an estimated $44K.
  • Evercore Wealth Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2016 and held it in 3 quarters.
  • Evercore Wealth Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $44K in Q4 2016.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.