Piershale Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Piershale Financial Group’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-347	Closed	-$12K	–	185
2014 Q2	$12K	Hold	347	–	–	0.01%	90
2014 Q1	$12K	Hold	347	–	–	0.01%	76
2013 Q4	$12K	Hold	347	–	–	0.02%	63
2013 Q3	$12K	Buy	+347	New	+$11.6K	0.01%	70

Other funds holding SPIB

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

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

Bank of America

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

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return