Roosevelt Investment Group’s STATE STREET CORPORATION Depositary Shares, each representing a 1/4,000th ownership interest in a sh STT.PRC.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
2016
Q2
$347K Sell
2016
Q1
$373K Hold
2015
Q4
$378K Sell
2015
Q3
$364K Sell
2015
Q2
$478K Hold
2015
Q1
$485K Sell
2014
Q4
$486K Sell
2014
Q3
$494K Sell
2014
Q2
$567K Sell
2014
Q1
$584K Buy
2013
Q4
$498K Sell
2013
Q3
$557K Hold
2013
Q2
$681K Buy