New Vernon Capital Holdings II’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

New Vernon Capital Holdings II’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
2017 Q4	–	Sell	-8,261	Closed	-$285K	–	27
2017 Q3	$285K	Sell	8,261 -143	-2%	-$4.93K	0.36%	29
2017 Q2	$280K	Buy	+8,404	New	+$272K	0.42%	26

Other funds holding IBND

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

CCA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

New Vernon Capital Holdings II's IBND Position: Q4 2017 in Review

New Vernon Capital Holdings II sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q4 2017, closing a stake of 8,261 shares — an estimated $285K sold.

New Vernon Capital Holdings II first reported a position in IBND in Q2 2017 and held it in 2 quarters. The position peaked at $285K in Q3 2017. 65 funds tracked by Wall St. Rank hold IBND as of Q4 2017.

New Vernon Capital Holdings II reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
New Vernon Capital Holdings II sold 8,261 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q4 2017, an estimated $285K.
New Vernon Capital Holdings II first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2017 and held it in 2 quarters.
New Vernon Capital Holdings II's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $285K in Q3 2017.
65 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q4 2017.

Based on New Vernon Capital Holdings II's 13F filing for Q4 2017, filed 13 Feb 2018.