Sequoia Financial Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Sequoia Financial Advisors’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-6,535	Closed	-$201K	–	275
2016 Q2	$201K	Sell	6,535 -2,483	-28%	-$76.1K	0.06%	232
2016 Q1	$276K	Buy	9,018 +247	+3%	+$7.51K	0.09%	148
2015 Q4	$267K	Sell	8,771 -366	-4%	-$11.2K	0.11%	136
2015 Q3	$279K	Sell	9,137 -3,225	-26%	-$98.5K	0.12%	127
2015 Q2	$378K	Buy	12,362 +460	+4%	+$14.1K	0.16%	113
2015 Q1	$366K	Buy	11,902 +1,526	+15%	+$46.8K	0.17%	112
2014 Q4	$317K	Buy	+10,376	New	+$318K	0.22%	99
2014 Q3	–	Sell	-7,557	Closed	-$233K	–	181
2014 Q2	$233K	Sell	7,557 -88	-1%	-$2.71K	0.18%	137
2014 Q1	$235K	Buy	7,645 +178	+2%	+$5.47K	0.2%	134
2013 Q4	$229K	Buy	+7,467	New	+$230K	0.19%	125

Other funds holding SPSB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Sequoia Financial Advisors's SPSB Position: Q3 2016 in Review

Sequoia Financial Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q3 2016, closing a stake of 6,535 shares — an estimated $201K sold.

Sequoia Financial Advisors first reported a position in SPSB in Q4 2013 and held it in 10 quarters. The position peaked at $378K in Q2 2015. 189 funds tracked by Wall St. Rank hold SPSB as of Q3 2016.

Sequoia Financial Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
Sequoia Financial Advisors sold 6,535 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q3 2016, an estimated $201K.
Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2013 and held it in 10 quarters.
Sequoia Financial Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $378K in Q2 2015.
189 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q3 2016.

Based on Sequoia Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.