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SPDR Barclays Capital Convertible SecETF shares owned by HFI Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by HFI Wealth Management from 13F filings

Historical chart of HFI Wealth Management investment in SPDR Barclays Capital Convertible SecETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by HFI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by HFI Wealth Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $4.0k 100 40.00
2015-12-31 $4.0k 100 40.00
2015-09-30 $27k 600 45.00
2015-06-30 $29k 600 48.33
2015-03-31 $29k 600 48.33
2014-12-31 $28k 600 46.67
2014-09-30 $30k 600 50.00
2014-06-30 $30k 600 50.00
2014-03-31 $29k 600 48.33

More positions owned by HFI Wealth Management

SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
First Trust Cnsumer Stapl Alpha (FXG)
Ishares Tr fltg rate nt (FLOT)
PowerShares DWA Devld Markt Tech
First Trust DJ Internet Index Fund (FDN)
First Trust Cnsmer Disry Alpha Fnd (FXD)
First Trust Health Care AlphaDEX (FXH)
PowerShares DWA Emerg Markts Tech
iShares S&P US Pref Stock Idx Fnd (PFF)
iShares Dow Jones US Aerospace & Def.ETF (ITA)
Wisdomtree Tr intl hedge eqt (HEDJ)
iShares Dow Jones US Financial Svc. (IYG)
PowerShares Dynamic Energy Sector
PowerShares DWA Technical Ldrs Pf
PowerShares Dyn Leisure & Entert.

View all positions for HFI Wealth Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF