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Guidant Wealth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$37K Buy
707
+1
+0.1% +$53 0.01% 186
2019
Q2 		$37K Buy
706
+4
+0.6% +$209 0.01% 190
2019
Q1 		$37K Buy
+702
New +$35.6K 0.01% 193

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guidant Wealth Advisors's CWB Position: Q3 2019 in Review

Guidant Wealth Advisors increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.14% in Q3 2019, buying an estimated $53 and bringing the position to 707 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #186.

Guidant Wealth Advisors first reported a position in CWB in Q1 2019 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold CWB as of Q3 2019.

  • Guidant Wealth Advisors held 707 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $37K as of Q3 2019.
  • Guidant Wealth Advisors bought 1 State Street SPDR Bloomberg Convertible Securities ETF share in Q3 2019, an estimated $53.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #186 holding.
  • Guidant Wealth Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2019 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.