First Manhattan
CWB icon

First Manhattan’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

First Manhattan’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
2023
Q3 		– Sell
-1,276
Closed -$89.3K – 1504
2023
Q2 		$89.3K Buy
+1,276
New +$85.8K ﹤0.01% 790
2021
Q2 		– Sell
-300
Closed -$25K – 1557
2021
Q1 		$25K Buy
+300
New +$25.9K ﹤0.01% 1092
2019
Q4 		– Sell
-300
Closed -$15K – 1310
2019
Q3 		$15K Buy
+300
New +$15.9K ﹤0.01% 1101
2017
Q2 		– Sell
-300
Closed -$14K – 1403
2017
Q1 		$14K Buy
+300
New +$14.2K ﹤0.01% 1143

Other funds holding CWB

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return