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Legacy Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Legacy Advisors’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
2018
Q1 		– Sell
-160
Closed -$4K – 397
2017
Q4 		$4K Buy
+160
New +$4.7K ﹤0.01% 306

Other funds holding EBND

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Legacy Advisors's EBND Position: Q1 2018 in Review

Legacy Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2018, closing a stake of 160 shares — an estimated $4K sold.

Legacy Advisors first reported a position in EBND in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 68 funds tracked by Wall St. Rank hold EBND as of Q1 2018.

  • Legacy Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Advisors sold 160 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2018, an estimated $4K.
  • Legacy Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $4K in Q4 2017.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2018.

Based on Legacy Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.