Financial Gravity Companies’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Financial Gravity Companies’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
2018 Q1	$0	Hold	7	–	–	﹤0.01%	1437
2017 Q4	$0	Buy	+7	New	+$360	﹤0.01%	1371

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Gravity Companies's CWB Position: Q1 2018 in Review

Financial Gravity Companies held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q1 2018 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Financial Gravity Companies first reported a position in CWB in Q4 2017 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold CWB as of Q1 2018.

Financial Gravity Companies held 7 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $0 as of Q1 2018.
Financial Gravity Companies left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q1 2018.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1437 holding.
Financial Gravity Companies first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2017 and has held it in 2 quarters since.
333 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.