Investors Capital Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Investors Capital Advisory Services’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-19,336	Closed	-$652K	–	662
2013 Q3	$652K	Sell	19,336 -555	-3%	-$18.6K	0.17%	180
2013 Q2	$668K	Buy	+19,891	New	+$686K	0.2%	143

Other funds holding SPIB

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

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

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Investors Capital Advisory Services's SPIB Position: Q4 2013 in Review

Investors Capital Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2013, closing a stake of 19,336 shares — an estimated $652K sold.

Investors Capital Advisory Services first reported a position in SPIB in Q2 2013 and held it in 2 quarters. The position peaked at $668K in Q2 2013. 50 funds tracked by Wall St. Rank hold SPIB as of Q4 2013.

Investors Capital Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2013 after selling out during the quarter.
Investors Capital Advisory Services sold 19,336 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2013, an estimated $652K.
Investors Capital Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and held it in 2 quarters.
Investors Capital Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $668K in Q2 2013.
50 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2013.

Based on Investors Capital Advisory Services's 13F filing for Q4 2013, filed 13 Feb 2014.