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Vector Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Vector Wealth Management’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
Q4 		– Sell
-12,647
Closed -$572K – 60
2013
Q3 		$572K Buy
+12,647
New +$562K 0.42% 25

Other funds holding CWB

Deutsche Bank
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Vector Wealth Management's CWB Position: Q4 2013 in Review

Vector Wealth Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2013, closing a stake of 12,647 shares — an estimated $572K sold.

Vector Wealth Management first reported a position in CWB in Q3 2013 and held it in 1 quarter. The position peaked at $572K in Q3 2013. 140 funds tracked by Wall St. Rank hold CWB as of Q4 2013.

  • Vector Wealth Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2013 after selling out during the quarter.
  • Vector Wealth Management sold 12,647 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2013, an estimated $572K.
  • Vector Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2013 and held it in 1 quarter.
  • Vector Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $572K in Q3 2013.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2013.

Based on Vector Wealth Management's 13F filing for Q4 2013, filed 19 Jan 2017.