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Advisor Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Advisor Partners’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
2017
Q4 		– Sell
-34,082
Closed -$957K – 569
2017
Q3 		$957K Sell
34,082
-1,313
-4% -$37.1K 0.19% 116
2017
Q2 		$978K Sell
35,395
-40
-0.1% -$1.09K 0.23% 110
2017
Q1 		$944K Buy
+35,435
New +$930K 0.25% 100

Other funds holding BWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Advisor Partners's BWX Position: Q4 2017 in Review

Advisor Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2017, closing a stake of 34,082 shares — an estimated $957K sold.

Advisor Partners first reported a position in BWX in Q1 2017 and held it in 3 quarters. The position peaked at $978K in Q2 2017. 183 funds tracked by Wall St. Rank hold BWX as of Q4 2017.

  • Advisor Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Advisor Partners sold 34,082 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2017, an estimated $957K.
  • Advisor Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2017 and held it in 3 quarters.
  • Advisor Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $978K in Q2 2017.
  • 183 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2017.

Based on Advisor Partners's 13F filing for Q4 2017, filed 26 Jan 2018.