Braver Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Braver Wealth Management’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
2016 Q4	–	Sell	-7,080	Closed	-$204K	–	146
2016 Q3	$204K	Sell	7,080 -185,412	-96%	-$5.32M	0.03%	137
2016 Q2	$5.5M	Buy	192,492 +183,910	+2,143%	+$5.16M	0.94%	24
2016 Q1	$239K	Buy	+8,582	New	+$228K	0.04%	134
2015 Q3	–	Sell	-91,962	Closed	-$2.39M	–	78
2015 Q2	$2.39M	Sell	91,962 -60,566	-40%	-$1.6M	0.58%	36
2015 Q1	$4.05M	Sell	152,528 -4,542	-3%	-$123K	0.83%	27
2014 Q4	$4.34M	Sell	157,070 -8,450	-5%	-$240K	0.89%	25
2014 Q3	$4.75M	Buy	165,520 +6,096	+4%	+$182K	1.43%	16
2014 Q2	$4.85M	Sell	159,424 -3,922	-2%	-$117K	1.25%	19
2014 Q1	$4.85M	Sell	163,346 -2,538	-2%	-$74.2K	1.39%	18
2013 Q4	$4.79M	Sell	165,884 -4,196	-2%	-$122K	1.66%	13
2013 Q3	$4.96M	Buy	170,080 +1,488	+0.9%	+$42.5K	1.71%	14
2013 Q2	$4.74M	Buy	+168,592	New	+$4.92M	2.18%	12

Other funds holding BWX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Braver Wealth Management's BWX Position: Q4 2016 in Review

Braver Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2016, closing a stake of 7,080 shares — an estimated $204K sold.

Braver Wealth Management first reported a position in BWX in Q2 2013 and held it in 12 quarters. The position peaked at $5.5M in Q2 2016. 151 funds tracked by Wall St. Rank hold BWX as of Q4 2016.

Braver Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Braver Wealth Management sold 7,080 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2016, an estimated $204K.
Braver Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 12 quarters.
Braver Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5.5M in Q2 2016.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.