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

Apriem 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
2016
Q2 		– Sell
-198
Closed -$6K – 586
2016
Q1 		$6K Buy
+198
New +$5.27K ﹤0.01% 413

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Apriem Advisors's BWX Position: Q2 2016 in Review

Apriem Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2016, closing a stake of 198 shares — an estimated $6K sold.

Apriem Advisors first reported a position in BWX in Q1 2016 and held it in 1 quarter. The position peaked at $6K in Q1 2016. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2016.

  • Apriem Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Apriem Advisors sold 198 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2016, an estimated $6K.
  • Apriem Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2016 and held it in 1 quarter.
  • Apriem Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $6K in Q1 2016.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2016.

Based on Apriem Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.