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

SevenBridge 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
2018 Q1	–	Sell	-168	Closed	-$5K	–	612
2017 Q4	$5K	Buy	+168	New	+$4.94K	﹤0.01%	506

Other funds holding EBND

CSIA

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

SevenBridge Financial Group's EBND Position: Q1 2018 in Review

SevenBridge Financial Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q1 2018, closing a stake of 168 shares — an estimated $5K sold.

SevenBridge Financial Group first reported a position in EBND in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 68 funds tracked by Wall St. Rank hold EBND as of Q1 2018.

SevenBridge Financial Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q1 2018 after selling out during the quarter.
SevenBridge Financial Group sold 168 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q1 2018, an estimated $5K.
SevenBridge Financial Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2017 and held it in 1 quarter.
SevenBridge Financial Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $5K in Q4 2017.
68 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.