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PagnatoKarp Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

PagnatoKarp Partners’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-118,880
Closed -$3.55M – 129
2016
Q4 		$3.55M Buy
+118,880
New +$3.58M 1.06% 22

Other funds holding SPTI

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PagnatoKarp Partners's SPTI Position: Q1 2017 in Review

PagnatoKarp Partners sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2017, closing a stake of 118,880 shares — an estimated $3.55M sold.

PagnatoKarp Partners first reported a position in SPTI in Q4 2016 and held it in 1 quarter. The position peaked at $3.55M in Q4 2016. 58 funds tracked by Wall St. Rank hold SPTI as of Q1 2017.

  • PagnatoKarp Partners reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2017 after selling out during the quarter.
  • PagnatoKarp Partners sold 118,880 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2017, an estimated $3.55M.
  • PagnatoKarp Partners first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2016 and held it in 1 quarter.
  • PagnatoKarp Partners's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $3.55M in Q4 2016.
  • 58 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2017.

Based on PagnatoKarp Partners's 13F filing for Q1 2017, filed 15 May 2017.