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Placemark Investments’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Placemark Investments’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
Q4 		– Sell
-14,274
Closed -$488K – 1693
2014
Q3 		$488K Sell
14,274
-928
-6% -$31.8K 0.01% 1175
2014
Q2 		$524K Buy
15,202
+5,359
+54% +$183K 0.01% 1151
2014
Q1 		$334K Buy
9,843
+3,623
+58% +$123K 0.01% 1296
2013
Q4 		$209K Buy
6,220
+4
+0.1% +$135 ﹤0.01% 1506
2013
Q3 		$210K Buy
+6,216
New +$208K ﹤0.01% 1466

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Placemark Investments's SPIB Position: Q4 2014 in Review

Placemark Investments sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2014, closing a stake of 14,274 shares — an estimated $488K sold.

Placemark Investments first reported a position in SPIB in Q3 2013 and held it in 5 quarters. The position peaked at $524K in Q2 2014. 63 funds tracked by Wall St. Rank hold SPIB as of Q4 2014.

  • Placemark Investments reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 14,274 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2014, an estimated $488K.
  • Placemark Investments first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2013 and held it in 5 quarters.
  • Placemark Investments's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $524K in Q2 2014.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.