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

WealthShield’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
2017 Q4	$303K	Buy	+5,977	New	+$307K	0.18%	97

Other funds holding CWB

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthShield's CWB Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2017: 5,977 shares worth $303K. The stake represents 0.18% of the portfolio and ranks #97 among its holdings.

325 funds tracked by Wall St. Rank hold CWB as of Q4 2017.

WealthShield held 5,977 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $303K as of Q4 2017.
State Street SPDR Bloomberg Convertible Securities ETF was a new WealthShield position in Q4 2017.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.18% of WealthShield's portfolio in Q4 2017, its #97 holding.
325 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.