Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ANB
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
$501B AUM
22.01%
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
$374B AUM
17.66%
1-Year Est. Return
LG
Leuthold Group
Minneapolis, Minnesota
$939M AUM
37.7%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VFA
Voya Financial Advisors
Windsor, Connecticut
$1B AUM
12.91%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close