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Howard Financial Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Howard Financial Services’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
Q1 		– Sell
-17,935
Closed -$839K – 113
2018
Q4 		$839K Buy
+17,935
New +$902K 0.64% 33

Other funds holding CWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Howard Financial Services's CWB Position: Q1 2019 in Review

Howard Financial Services sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2019, closing a stake of 17,935 shares — an estimated $839K sold.

Howard Financial Services first reported a position in CWB in Q4 2018 and held it in 1 quarter. The position peaked at $839K in Q4 2018. 356 funds tracked by Wall St. Rank hold CWB as of Q1 2019.

  • Howard Financial Services reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q1 2019 after selling out during the quarter.
  • Howard Financial Services sold 17,935 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2019, an estimated $839K.
  • Howard Financial Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2018 and held it in 1 quarter.
  • Howard Financial Services's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $839K in Q4 2018.
  • 356 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2019.

Based on Howard Financial Services's 13F filing for Q1 2019, filed 14 May 2019.