First Heartland Consultants’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

First Heartland Consultants’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
2014 Q3	–	Sell	-7,236	Closed	-$223K	–	268
2014 Q2	$223K	Hold	7,236	–	–	0.1%	215
2014 Q1	$223K	Buy	+7,236	New	+$222K	0.11%	210
2013 Q3	–	Sell	-1,857	Closed	-$57K	–	351
2013 Q2	$57K	Buy	+1,857	New	+$57.1K	0.03%	258

Other funds holding SPSB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Heartland Consultants's SPSB Position: Q3 2014 in Review

First Heartland Consultants sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2014, closing a stake of 7,236 shares — an estimated $223K sold.

First Heartland Consultants first reported a position in SPSB in Q2 2013 and held it in 3 quarters. The position peaked at $223K in Q2 2014. 128 funds tracked by Wall St. Rank hold SPSB as of Q3 2014.

First Heartland Consultants reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2014 after selling out during the quarter.
First Heartland Consultants sold 7,236 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2014, an estimated $223K.
First Heartland Consultants first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
First Heartland Consultants's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $223K in Q2 2014.
128 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2014.

Based on First Heartland Consultants's 13F filing for Q3 2014, filed 13 Nov 2014.