NEXT Financial Holdings’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$108K	Buy	+2,061	New	+$105K	0.03%	512

Other funds holding CWB

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

NEXT Financial Holdings's CWB Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2019: 2,061 shares worth $108K. The stake represents 0.03% of the portfolio and ranks #512 among its holdings.

356 funds tracked by Wall St. Rank hold CWB as of Q1 2019.

NEXT Financial Holdings held 2,061 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $108K as of Q1 2019.
State Street SPDR Bloomberg Convertible Securities ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #512 holding.
356 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.