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

WFG 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
2016 Q4	–	Sell	-8,157	Closed	-$231K	–	1598
2016 Q3	$231K	Buy	8,157 +2,950	+57%	+$83K	0.06%	328
2016 Q2	$145K	Buy	+5,207	New	+$141K	0.04%	413
2015 Q1	–	Sell	-4	Closed	–	–	1832
2014 Q4	$0	Buy	+4	New	+$117	﹤0.01%	2110

Other funds holding EBND

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

WFG Advisors's EBND Position: Q4 2016 in Review

WFG Advisors sold out of State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) in Q4 2016, closing a stake of 8,157 shares — an estimated $231K sold.

WFG Advisors first reported a position in EBND in Q4 2014 and held it in 3 quarters. The position peaked at $231K in Q3 2016. 43 funds tracked by Wall St. Rank hold EBND as of Q4 2016.

WFG Advisors reported no remaining State Street SPDR Bloomberg Emerging Markets Local Bond ETF position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 8,157 State Street SPDR Bloomberg Emerging Markets Local Bond ETF shares in Q4 2016, an estimated $231K.
WFG Advisors first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2014 and held it in 3 quarters.
WFG Advisors's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $231K in Q3 2016.
43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.