Accurate Investment Solutions’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Accurate Investment Solutions’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
2018 Q3	–	Sell	-181,311	Closed	-$5.03M	–	385
2018 Q2	$5.03M	Buy	181,311 +94,750	+109%	+$2.69M	3.7%	3
2018 Q1	$2.55M	Sell	86,561 -6,806	-7%	-$198K	1.93%	27
2017 Q4	$2.65M	Sell	93,367 -1,997	-2%	-$56.2K	1.95%	27
2017 Q3	$2.68M	Sell	95,364 -1,511	-2%	-$42.7K	2.02%	28
2017 Q2	$2.68M	Buy	+96,875	New	+$2.64M	2.2%	27
2016 Q2	–	Sell	-17,654	Closed	-$492K	–	317
2016 Q1	$492K	Buy	+17,654	New	+$470K	0.47%	30

Other funds holding BWX

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accurate Investment Solutions's BWX Position: Q3 2018 in Review

Accurate Investment Solutions sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2018, closing a stake of 181,311 shares — an estimated $5.03M sold.

Accurate Investment Solutions first reported a position in BWX in Q1 2016 and held it in 6 quarters. The position peaked at $5.03M in Q2 2018. 167 funds tracked by Wall St. Rank hold BWX as of Q3 2018.

Accurate Investment Solutions reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Accurate Investment Solutions sold 181,311 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2018, an estimated $5.03M.
Accurate Investment Solutions first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2016 and held it in 6 quarters.
Accurate Investment Solutions's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5.03M in Q2 2018.
167 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.