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MB Financial Bank - Trust Department’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

MB Financial Bank - Trust Department’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
2015
Q2 		– Sell
-440
Closed -$15K – 653
2015
Q1 		$15K Buy
+440
New +$15.2K ﹤0.01% 327

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

MB Financial Bank - Trust Department's SPIB Position: Q2 2015 in Review

MB Financial Bank - Trust Department sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2015, closing a stake of 440 shares — an estimated $15K sold.

MB Financial Bank - Trust Department first reported a position in SPIB in Q1 2015 and held it in 1 quarter. The position peaked at $15K in Q1 2015. 68 funds tracked by Wall St. Rank hold SPIB as of Q2 2015.

  • MB Financial Bank - Trust Department reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 440 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2015, an estimated $15K.
  • MB Financial Bank - Trust Department first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2015 and held it in 1 quarter.
  • MB Financial Bank - Trust Department's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $15K in Q1 2015.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2015.

Based on MB Financial Bank - Trust Department's 13F filing for Q2 2015, filed 15 Jul 2015.