MFA Wealth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

MFA Wealth Advisors’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
2020 Q3	–	Sell	-282	Closed	-$17K	–	74
2020 Q2	$17K	Buy	+282	New	+$15.5K	0.01%	129
2018 Q3	–	Sell	-8,616	Closed	-$462K	–	55
2018 Q2	$462K	Buy	8,616 +36	+0.4%	+$1.9K	0.3%	43
2018 Q1	$448K	Buy	8,580 +33	+0.4%	+$1.72K	0.34%	39
2017 Q4	$452K	Buy	+8,547	New	+$440K	0.31%	45

Other funds holding CWB

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

Morgan Stanley New York $1.89T AUM 35.08% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

MFA Wealth Advisors's CWB Position: Q3 2020 in Review

MFA Wealth Advisors sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2020, closing a stake of 282 shares — an estimated $17K sold.

MFA Wealth Advisors first reported a position in CWB in Q4 2017 and held it in 4 quarters. The position peaked at $462K in Q2 2018. 399 funds tracked by Wall St. Rank hold CWB as of Q3 2020.

MFA Wealth Advisors reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 282 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2020, an estimated $17K.
MFA Wealth Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2017 and held it in 4 quarters.
MFA Wealth Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $462K in Q2 2018.
399 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.