Amarillo National Bank’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Amarillo National Bank’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 Q3	–	Sell	-11,742	Closed	-$324K	–	84
2017 Q2	$324K	Hold	11,742	–	–	0.11%	58
2017 Q1	$313K	Hold	11,742	–	–	0.11%	63
2016 Q4	$305K	Buy	+11,742	New	+$316K	0.11%	63
2016 Q3	–	Sell	-11,742	Closed	-$336K	–	76
2016 Q2	$336K	Sell	11,742 -1,068	-8%	-$30K	0.15%	58
2016 Q1	$357K	Hold	12,810	–	–	0.26%	51
2015 Q4	$331K	Buy	12,810 +962	+8%	+$25K	0.23%	53
2015 Q3	$308K	Sell	11,848 -482	-4%	-$12.5K	0.16%	103
2015 Q2	$321K	Buy	12,330 +1,740	+16%	+$46.1K	0.21%	103
2015 Q1	$281K	Hold	10,590	–	–	0.2%	111
2014 Q4	$293K	Buy	10,590 +930	+10%	+$26.4K	0.2%	122
2014 Q3	$277K	Buy	9,660 +136	+1%	+$4.06K	0.19%	122
2014 Q2	$290K	Sell	9,524 -50	-0.5%	-$1.5K	0.2%	118
2014 Q1	$284K	Buy	9,574 +148	+2%	+$4.33K	0.23%	119
2013 Q4	$272K	Hold	9,426	–	–	0.23%	114
2013 Q3	$275K	Buy	9,426 +286	+3%	+$8.18K	0.23%	120
2013 Q2	$257K	Buy	+9,140	New	+$267K	0.23%	118

Other funds holding BWX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Amarillo National Bank's BWX Position: Q3 2017 in Review

Amarillo National Bank sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2017, closing a stake of 11,742 shares — an estimated $324K sold.

Amarillo National Bank first reported a position in BWX in Q2 2013 and held it in 16 quarters. The position peaked at $357K in Q1 2016. 158 funds tracked by Wall St. Rank hold BWX as of Q3 2017.

Amarillo National Bank reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
Amarillo National Bank sold 11,742 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2017, an estimated $324K.
Amarillo National Bank first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 16 quarters.
Amarillo National Bank's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $357K in Q1 2016.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2017.

Based on Amarillo National Bank's 13F filing for Q3 2017, filed 5 Oct 2017.