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SPDR Barclays Capital Convertible SecETF shares owned by Tactical Allocation Group

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Tactical Allocation Group from 13F filings

Historical chart of Tactical Allocation Group 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 Tactical Allocation Group 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 Tactical Allocation Group

Quarter filed Position value Share count Share price at filing
2016-06-30 $400k 9.1k 43.81
2016-03-31 $397k 9.2k 43.25
2015-12-31 $5.5M 126k 43.28
2015-09-30 $6.2M 139k 44.72
2015-06-30 $10M 213k 47.57
2015-03-31 $12M 240k 47.76
2014-12-31 $18M 373k 46.89
2014-09-30 $24M 485k 49.65
2014-06-30 $15M 304k 50.50

More positions owned by Tactical Allocation Group

iShares Russell 1000 Growth Index (IWF)
Vanguard Short Term Corporate Bond ETF (VCSH)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Db-x Msci Eafe Currency-hedged (DBEF)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares S&P 100 Index (OEF)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Ishares Tr cmn (STIP)
Spdr Short-term High Yield mf (SJNK)
SPDR Dow Jones Global Real Estate (RWO)
iShares Russell 1000 Value Index (IWD)
iShares S&P US Pref Stock Idx Fnd (PFF)
iShares Dow Jones US Real Estate (IYR)
iShares iBoxx $ High Yid Corp Bond (HYG)
iShares S&P Moderate Allocation Fund ETF (AOM)

View all positions for Tactical Allocation Group

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Bank of America Corporation
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
Assetmark
LPL Financial
Bessemer
Wells Fargo & Company
Delta Capital Management
Ameriprise Financial
Wright Fund Managment
Pnc Financial Services
New York Life Investment Management
Allianz Asset Management

View all funds holding SPDR Barclays Capital Convertible SecETF