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

Alerus 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
2013
Q4 		– Sell
-400
Closed -$12K – 160
2013
Q3 		$12K Hold
400
– – ﹤0.01% 144
2013
Q2 		$11K Buy
+400
New +$11.7K ﹤0.01% 151

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Alerus Investment Advisors's BWX Position: Q4 2013 in Review

Alerus Investment Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2013, closing a stake of 400 shares — an estimated $12K sold.

Alerus Investment Advisors first reported a position in BWX in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q3 2013. 149 funds tracked by Wall St. Rank hold BWX as of Q4 2013.

  • Alerus Investment Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Alerus Investment Advisors sold 400 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2013, an estimated $12K.
  • Alerus Investment Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • Alerus Investment Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $12K in Q3 2013.
  • 149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2013.

Based on Alerus Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.