STA
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Summit Trail Advisors’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

Summit Trail Advisors’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
Q3 		– Sell
-699
Closed -$19K – 329
2018
Q2 		$19K Buy
+699
New +$19.9K 0.01% 389

Other funds holding EBND

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Trail Advisors's EBND Position: Q3 2018 in Review

Summit Trail Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q3 2018, closing a stake of 699 shares — an estimated $19K sold.

Summit Trail Advisors first reported a position in EBND in Q2 2018 and held it in 1 quarter. The position peaked at $19K in Q2 2018. 65 funds tracked by Wall St. Rank hold EBND as of Q3 2018.

  • Summit Trail Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 699 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q3 2018, an estimated $19K.
  • Summit Trail Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2018 and held it in 1 quarter.
  • Summit Trail Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $19K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.