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1834 Investment Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

1834 Investment Advisors’s Portfolio BWX Stock Details BWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-6
Closed – – 433
2019
Q1 		$0 Buy
+6
New +$167 ﹤0.01% 413

Other funds holding BWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1834 Investment Advisors's BWX Position: Q2 2019 in Review

1834 Investment Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2019, closing a stake of 6 shares.

1834 Investment Advisors first reported a position in BWX in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2019.

  • 1834 Investment Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 6 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2019.
  • 1834 Investment Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • 1834 Investment Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $0 in Q1 2019.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2019.

Based on 1834 Investment Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.