Peak Capital Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Peak Capital Management’s Portfolio SPMB Stock Details SPMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-251	Closed	-$6K	–	151
2018 Q2	$6K	Hold	251	–	–	﹤0.01%	151
2018 Q1	$6K	Buy	+251	New	+$6.43K	﹤0.01%	51
2017 Q3	–	Sell	-24,837	Closed	-$653K	–	90
2017 Q2	$653K	Buy	+24,837	New	+$655K	0.36%	64

Other funds holding SPMB

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

CWM

Chesapeake Wealth Management Williamsburg, Virginia $326M AUM 17.8% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

CCA

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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Peak Capital Management's SPMB Position: Q3 2018 in Review

Peak Capital Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2018, closing a stake of 251 shares — an estimated $6K sold.

Peak Capital Management first reported a position in SPMB in Q2 2017 and held it in 3 quarters. The position peaked at $653K in Q2 2017. 38 funds tracked by Wall St. Rank hold SPMB as of Q3 2018.

Peak Capital Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 251 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2018, an estimated $6K.
Peak Capital Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2017 and held it in 3 quarters.
Peak Capital Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $653K in Q2 2017.
38 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.