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AFAM Capital’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

AFAM Capital’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
Q2 		– Sell
-53,620
Closed -$1.58M – 191
2018
Q1 		$1.58M Buy
+53,620
New +$1.56M 0.17% 154

Other funds holding BWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

AFAM Capital's BWX Position: Q2 2018 in Review

AFAM Capital sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2018, closing a stake of 53,620 shares — an estimated $1.58M sold.

AFAM Capital first reported a position in BWX in Q1 2018 and held it in 1 quarter. The position peaked at $1.58M in Q1 2018. 187 funds tracked by Wall St. Rank hold BWX as of Q2 2018.

  • AFAM Capital reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • AFAM Capital sold 53,620 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2018, an estimated $1.58M.
  • AFAM Capital first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • AFAM Capital's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.58M in Q1 2018.
  • 187 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2018.

Based on AFAM Capital's 13F filing for Q2 2018, filed 14 Aug 2018.