Strategic Capital Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Strategic Capital Group’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	$2.56M	Buy	74,308 +19,342	+35%	+$662K	0.8%	48
2014 Q1	$1.87M	Buy	54,966 +53,542	+3,760%	+$1.82M	0.6%	64
2013 Q4	$48K	Sell	1,424 -44,025	-97%	-$1.49M	0.04%	181
2013 Q3	$1.53M	Buy	+45,449	New	+$1.52M	0.58%	69

Other funds holding SPIB

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $670M AUM 34.04% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Strategic Capital Group's SPIB Position: Q2 2014 in Review

Strategic Capital Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 35% in Q2 2014, buying an estimated $662K and bringing the position to 74,308 shares worth $2.56M. The position accounts for 0.8% of the portfolio, ranked #48.

Strategic Capital Group first reported a position in SPIB in Q3 2013 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold SPIB as of Q2 2014.

Strategic Capital Group held 74,308 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.56M as of Q2 2014.
Strategic Capital Group bought 19,342 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2014, an estimated $662K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.8% of Strategic Capital Group's portfolio in Q2 2014, its #48 holding.
Strategic Capital Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2013 and has held it in 4 quarters since.
56 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.