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Lombard Odier & Cie (Bahamas)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lombard Odier & Cie (Bahamas)’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-3,980
Closed -$85K – 122
2013
Q4 		$85K Buy
+3,980
New +$81.2K 0.03% 88

Other funds holding SPYG

CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Lombard Odier & Cie (Bahamas)'s SPYG Position: Q1 2014 in Review

Lombard Odier & Cie (Bahamas) sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2014, closing a stake of 3,980 shares — an estimated $85K sold.

Lombard Odier & Cie (Bahamas) first reported a position in SPYG in Q4 2013 and held it in 1 quarter. The position peaked at $85K in Q4 2013. 41 funds tracked by Wall St. Rank hold SPYG as of Q1 2014.

  • Lombard Odier & Cie (Bahamas) reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Bahamas) sold 3,980 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2014, an estimated $85K.
  • Lombard Odier & Cie (Bahamas) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2013 and held it in 1 quarter.
  • Lombard Odier & Cie (Bahamas)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $85K in Q4 2013.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2014.

Based on Lombard Odier & Cie (Bahamas)'s 13F filing for Q1 2014, filed 14 Aug 2014.