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SkyView Investment Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

SkyView Investment Advisors’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-39,571
Closed -$3.3M – 382
2021
Q2 		$3.3M Hold
39,571
– – 1.54% 15
2021
Q1 		$3.3M Buy
+39,571
New +$3.42M 1.46% 16

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SkyView Investment Advisors's CWB Position: Q3 2021 in Review

SkyView Investment Advisors sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2021, closing a stake of 39,571 shares — an estimated $3.3M sold.

SkyView Investment Advisors first reported a position in CWB in Q1 2021 and held it in 2 quarters. The position peaked at $3.3M in Q2 2021. 489 funds tracked by Wall St. Rank hold CWB as of Q3 2021.

  • SkyView Investment Advisors reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2021 after selling out during the quarter.
  • SkyView Investment Advisors sold 39,571 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2021, an estimated $3.3M.
  • SkyView Investment Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2021 and held it in 2 quarters.
  • SkyView Investment Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $3.3M in Q2 2021.
  • 489 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2021.

Based on SkyView Investment Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.