Private Ocean’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Private Ocean’s Portfolio IBND Stock Details IBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-102	Closed	-$6K	–	215
2014 Q1	$6K	Buy	+102	New	+$3.77K	﹤0.01%	169

Other funds holding IBND

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

Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

CCA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Private Ocean's IBND Position: Q2 2014 in Review

Private Ocean sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q2 2014, closing a stake of 102 shares — an estimated $6K sold.

Private Ocean first reported a position in IBND in Q1 2014 and held it in 1 quarter. The position peaked at $6K in Q1 2014. 60 funds tracked by Wall St. Rank hold IBND as of Q2 2014.

Private Ocean reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
Private Ocean sold 102 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q2 2014, an estimated $6K.
Private Ocean first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2014 and held it in 1 quarter.
Private Ocean's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $6K in Q1 2014.
60 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q2 2014.

Based on Private Ocean's 13F filing for Q2 2014, filed 30 Jul 2014.