Loomis, Sayles & Company
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Loomis, Sayles & Company’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Loomis, Sayles & Company’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
2014
Q1 		– Sell
-5,800
Closed -$195K – 775
2013
Q4 		$195K Hold
5,800
– – ﹤0.01% 684
2013
Q3 		$196K Hold
5,800
– – ﹤0.01% 667
2013
Q2 		$195K Buy
+5,800
New +$200K ﹤0.01% 662

Other funds holding SPIB

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $670M AUM 34.04% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Loomis, Sayles & Company's SPIB Position: Q1 2014 in Review

Loomis, Sayles & Company sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2014, closing a stake of 5,800 shares — an estimated $195K sold.

Loomis, Sayles & Company first reported a position in SPIB in Q2 2013 and held it in 3 quarters. The position peaked at $196K in Q3 2013. 58 funds tracked by Wall St. Rank hold SPIB as of Q1 2014.

  • Loomis, Sayles & Company reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Loomis, Sayles & Company sold 5,800 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2014, an estimated $195K.
  • Loomis, Sayles & Company first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
  • Loomis, Sayles & Company's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $196K in Q3 2013.
  • 58 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2014.

Based on Loomis, Sayles & Company's 13F filing for Q1 2014, filed 15 May 2014.