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Moneta Group Investment Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Moneta Group Investment 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
2021
Q1 		– Sell
-2,573
Closed -$213K – 424
2020
Q4 		$213K Buy
+2,573
New +$194K 0.02% 297
2020
Q2 		– Sell
-15,504
Closed -$742K – 254
2020
Q1 		$742K Buy
+15,504
New +$843K 0.08% 126
2018
Q2 		– Sell
-775
Closed -$40K – 440
2018
Q1 		$40K Hold
775
– – 0.01% 341
2017
Q4 		$39K Buy
+775
New +$39.9K 0.01% 284

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return