SFG
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Sage Financial Group’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Sage Financial Group’s Portfolio EBND Stock Details EBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-14,018
Closed -$416K – 38
2014
Q1 		$416K Sell
14,018
-951,318
-99% -$27.5M 0.24% 16
2013
Q4 		$28.5M Buy
+965,336
New +$29.1M 13.74% 2

Other funds holding EBND

LG
Laidlaw Group Bedford Hills, New York $210M AUM 6.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Financial Group's EBND Position: Q2 2014 in Review

Sage Financial Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q2 2014, closing a stake of 14,018 shares — an estimated $416K sold.

Sage Financial Group first reported a position in EBND in Q4 2013 and held it in 2 quarters. The position peaked at $28.5M in Q4 2013. 35 funds tracked by Wall St. Rank hold EBND as of Q2 2014.

  • Sage Financial Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Sage Financial Group sold 14,018 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q2 2014, an estimated $416K.
  • Sage Financial Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2013 and held it in 2 quarters.
  • Sage Financial Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $28.5M in Q4 2013.
  • 35 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2014.

Based on Sage Financial Group's 13F filing for Q2 2014, filed 31 Jul 2014.