Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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BSWM
Boston Standard Wealth Management’s
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
Stock Holding History
Boston Standard Wealth Management’s Portfolio
BWZ Stock Details
BWZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2015
Q3
–
Sell
-10,244
Closed
-$314K
–
25
2015
Q2
$314K
Sell
10,244
-15,813
-
61
%
-$485K
0.29%
23
2015
Q1
$790K
Sell
26,057
-19,905
-
43
%
-$603K
0.74%
19
2014
Q4
$1.47M
Buy
+45,962
New
+$1.47M
1.45%
15
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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