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Atwood & Palmer’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-194
Closed -$5K – 301
2019
Q1 		$5K Buy
+194
New +$5.39K ﹤0.01% 283

Other funds holding BWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atwood & Palmer's BWX Position: Q2 2019 in Review

Atwood & Palmer sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2019, closing a stake of 194 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in BWX in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2019.

  • Atwood & Palmer reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Atwood & Palmer sold 194 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2019, an estimated $5K.
  • Atwood & Palmer first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2019 and held it in 1 quarter.
  • Atwood & Palmer's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5K in Q1 2019.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.