Bessemer Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Bessemer Group’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
2015 Q4	–	Sell	-14,512	Closed	-$378K	–	1577
2015 Q3	$378K	Buy	+14,512	New	+$377K	﹤0.01%	682
2015 Q2	–	Sell	-14,512	Closed	-$385K	–	1498
2015 Q1	$385K	Buy	+14,512	New	+$391K	﹤0.01%	648
2014 Q2	–	Sell	-956	Closed	-$28K	–	1406
2014 Q1	$28K	Buy	956 +412	+76%	+$12.1K	﹤0.01%	945
2013 Q4	$16K	Sell	544 -3,036	-85%	-$88.6K	﹤0.01%	1020
2013 Q3	$104K	Hold	3,580	–	–	﹤0.01%	718
2013 Q2	$101K	Buy	+3,580	New	+$104K	﹤0.01%	638

Other funds holding BWX

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Bessemer Group's BWX Position: Q4 2015 in Review

Bessemer Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2015, closing a stake of 14,512 shares — an estimated $378K sold.

Bessemer Group first reported a position in BWX in Q2 2013 and held it in 6 quarters. The position peaked at $385K in Q1 2015. 139 funds tracked by Wall St. Rank hold BWX as of Q4 2015.

Bessemer Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
Bessemer Group sold 14,512 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2015, an estimated $378K.
Bessemer Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 6 quarters.
Bessemer Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $385K in Q1 2015.
139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2015.

Based on Bessemer Group's 13F filing for Q4 2015, filed 12 Feb 2016.