New England Private Wealth Advisors’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

New England Private Wealth Advisors’s Portfolio IBND Stock Details IBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-14,227	Closed	-$504K	–	105
2014 Q3	$504K	Buy	14,227 +51	+0.4%	+$1.88K	0.2%	64
2014 Q2	$537K	Buy	14,176 +1,154	+9%	+$43.3K	0.22%	59
2014 Q1	$486K	Buy	13,022 +54	+0.4%	+$1.99K	0.2%	61
2013 Q4	$475K	Buy	+12,968	New	+$472K	0.22%	56

Other funds holding IBND

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

New England Private Wealth Advisors's IBND Position: Q4 2014 in Review

New England Private Wealth Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2014, closing a stake of 14,227 shares — an estimated $504K sold.

New England Private Wealth Advisors first reported a position in IBND in Q4 2013 and held it in 4 quarters. The position peaked at $537K in Q2 2014. 62 funds tracked by Wall St. Rank hold IBND as of Q4 2014.

New England Private Wealth Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
New England Private Wealth Advisors sold 14,227 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2014, an estimated $504K.
New England Private Wealth Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q4 2013 and held it in 4 quarters.
New England Private Wealth Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $537K in Q2 2014.
62 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2014.

Based on New England Private Wealth Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.