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

Tactical Allocation 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
2014
Q4 		– Sell
-6,980
Closed -$207K – 21
2014
Q3 		$207K Sell
6,980
-261
-4% -$8.08K 0.11% 19
2014
Q2 		$226K Buy
+7,241
New +$221K 0.1% 24

Other funds holding EBND

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Laidlaw Group Bedford Hills, New York $210M AUM 6.2% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Tactical Allocation Group's EBND Position: Q4 2014 in Review

Tactical Allocation Group sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2014, closing a stake of 6,980 shares — an estimated $207K sold.

Tactical Allocation Group first reported a position in EBND in Q2 2014 and held it in 2 quarters. The position peaked at $226K in Q2 2014. 38 funds tracked by Wall St. Rank hold EBND as of Q4 2014.

  • Tactical Allocation Group reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Tactical Allocation Group sold 6,980 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2014, an estimated $207K.
  • Tactical Allocation Group first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q2 2014 and held it in 2 quarters.
  • Tactical Allocation Group's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $226K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2014.

Based on Tactical Allocation Group's 13F filing for Q4 2014, filed 3 Feb 2015.