Longer Investments’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Longer Investments’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	$2.59M	Buy	+49,650	New	+$2.52M	3.07%	9

Other funds holding CWB

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Longer Investments's CWB Position: Q1 2019 in Review

Longer Investments opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2019: 49,650 shares worth $2.59M. The stake represents 3.07% of the portfolio and ranks #9 among its holdings.

356 funds tracked by Wall St. Rank hold CWB as of Q1 2019.

Longer Investments held 49,650 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $2.59M as of Q1 2019.
State Street SPDR Bloomberg Convertible Securities ETF was a new Longer Investments position in Q1 2019.
State Street SPDR Bloomberg Convertible Securities ETF made up 3.07% of Longer Investments's portfolio in Q1 2019, its #9 holding.
356 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.