Freestone Capital Holdings’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Freestone Capital Holdings’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
2021 Q1	–	Sell	-418	Closed	-$11.7K	–	585
2020 Q4	$11.7K	Buy	418 +270	+182%	+$7.33K	﹤0.01%	824
2020 Q3	$3.89K	Buy	+148	New	+$3.93K	﹤0.01%	930

Other funds holding EBND

CSIA

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

Freestone Capital Holdings's EBND Position: Q1 2021 in Review

Freestone Capital Holdings sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2021, closing a stake of 418 shares — an estimated $11.7K sold.

Freestone Capital Holdings first reported a position in EBND in Q3 2020 and held it in 2 quarters. The position peaked at $11.7K in Q4 2020. 143 funds tracked by Wall St. Rank hold EBND as of Q1 2021.

Freestone Capital Holdings reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2021 after selling out during the quarter.
Freestone Capital Holdings sold 418 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2021, an estimated $11.7K.
Freestone Capital Holdings first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q3 2020 and held it in 2 quarters.
Freestone Capital Holdings's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $11.7K in Q4 2020.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.