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

Archford Capital Strategies’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
2019 Q1	–	Sell	-4	Closed	–	–	523
2018 Q4	$0	Hold	4	–	–	﹤0.01%	505
2018 Q3	$0	Hold	4	–	–	﹤0.01%	549
2018 Q2	$0	Hold	4	–	–	﹤0.01%	684
2018 Q1	$1K	Buy	+4	New	+$116	﹤0.01%	551
2017 Q2	–	Sell	-4	Closed	–	–	258
2017 Q1	$0	Sell	4 -158	-98%	-$4.14K	﹤0.01%	711
2016 Q4	$4K	Hold	162	–	–	﹤0.01%	419
2016 Q3	$4K	Hold	162	–	–	﹤0.01%	424
2016 Q2	$5K	Buy	+162	New	+$4.54K	﹤0.01%	487
2016 Q1	–	Sell	-162	Closed	-$5K	–	239
2015 Q4	$5K	Hold	162	–	–	﹤0.01%	574
2015 Q3	$4K	Hold	162	–	–	﹤0.01%	458
2015 Q2	$4K	Hold	162	–	–	﹤0.01%	381
2015 Q1	$4.3K	Sell	162 -84	-34%	-$2.27K	﹤0.01%	399
2014 Q4	$7K	Hold	246	–	–	0.01%	374
2014 Q3	$7K	Hold	246	–	–	0.01%	380
2014 Q2	$7.48K	Sell	246 -10	-4%	-$299	0.01%	459
2014 Q1	$7.6K	Buy	+256	New	+$7.49K	0.01%	473

Other funds holding BWX

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Archford Capital Strategies's BWX Position: Q1 2019 in Review

Archford Capital Strategies sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2019, closing a stake of 4 shares.

Archford Capital Strategies first reported a position in BWX in Q1 2014 and held it in 16 quarters. The position peaked at $7.6K in Q1 2014. 158 funds tracked by Wall St. Rank hold BWX as of Q1 2019.

Archford Capital Strategies reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Archford Capital Strategies sold 4 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2019.
Archford Capital Strategies first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2014 and held it in 16 quarters.
Archford Capital Strategies's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $7.6K in Q1 2014.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2019.

Based on Archford Capital Strategies's 13F filing for Q1 2019, filed 13 May 2019.