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

Strategic Capital 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
2013
Q4 		– Sell
-783
Closed -$24K – 240
2013
Q3 		$24K Hold
783
– – 0.01% 234
2013
Q2 		$23K Buy
+783
New +$25K 0.01% 212

Other funds holding EBND

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LG
Laidlaw Group Bedford Hills, New York $210M AUM 6.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Strategic Capital Group's EBND Position: Q4 2013 in Review

Strategic Capital Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2013, closing a stake of 783 shares — an estimated $24K sold.

Strategic Capital Group first reported a position in EBND in Q2 2013 and held it in 2 quarters. The position peaked at $24K in Q3 2013. 41 funds tracked by Wall St. Rank hold EBND as of Q4 2013.

  • Strategic Capital Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Strategic Capital Group sold 783 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2013, an estimated $24K.
  • Strategic Capital Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2013 and held it in 2 quarters.
  • Strategic Capital Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $24K in Q3 2013.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2013.

Based on Strategic Capital Group's 13F filing for Q4 2013, filed 14 Feb 2014.