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Blue Edge Capital’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Blue Edge Capital’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
2014
Q1 		– Sell
-30,690
Closed -$886K – 67
2013
Q4 		$886K Buy
+30,690
New +$896K 0.65% 51

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Blue Edge Capital's BWX Position: Q1 2014 in Review

Blue Edge Capital sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2014, closing a stake of 30,690 shares — an estimated $886K sold.

Blue Edge Capital first reported a position in BWX in Q4 2013 and held it in 1 quarter. The position peaked at $886K in Q4 2013. 138 funds tracked by Wall St. Rank hold BWX as of Q1 2014.

  • Blue Edge Capital reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Blue Edge Capital sold 30,690 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2014, an estimated $886K.
  • Blue Edge Capital first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2013 and held it in 1 quarter.
  • Blue Edge Capital's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $886K in Q4 2013.
  • 138 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2014.

Based on Blue Edge Capital's 13F filing for Q1 2014, filed 15 May 2014.