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Turner Investments’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Turner Investments’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
2013
Q3 		– Sell
-1,020
Closed -$44K – 611
2013
Q2 		$44K Buy
+1,020
New +$43.9K ﹤0.01% 638

Other funds holding CWB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Turner Investments's CWB Position: Q3 2013 in Review

Turner Investments sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2013, closing a stake of 1,020 shares — an estimated $44K sold.

Turner Investments first reported a position in CWB in Q2 2013 and held it in 1 quarter. The position peaked at $44K in Q2 2013. 115 funds tracked by Wall St. Rank hold CWB as of Q3 2013.

  • Turner Investments reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2013 after selling out during the quarter.
  • Turner Investments sold 1,020 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2013, an estimated $44K.
  • Turner Investments first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2013 and held it in 1 quarter.
  • Turner Investments's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $44K in Q2 2013.
  • 115 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2013.

Based on Turner Investments's 13F filing for Q3 2013, filed 12 Nov 2013.