Family Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Family Management’s Portfolio EBND Stock Details EBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-527	Closed	-$14K	–	187
2019 Q3	$14K	Hold	527	–	–	0.01%	174
2019 Q2	$15K	Buy	+527	New	+$14.2K	0.01%	168

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Family Management's EBND Position: Q4 2019 in Review

Family Management sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2019, closing a stake of 527 shares — an estimated $14K sold.

Family Management first reported a position in EBND in Q2 2019 and held it in 2 quarters. The position peaked at $15K in Q2 2019. 119 funds tracked by Wall St. Rank hold EBND as of Q4 2019.

Family Management reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2019 after selling out during the quarter.
Family Management sold 527 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2019, an estimated $14K.
Family Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2019 and held it in 2 quarters.
Family Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $15K in Q2 2019.
119 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2019.

Based on Family Management's 13F filing for Q4 2019, filed 11 Feb 2020.