Calton & Associates’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-2,018	Closed	-$58K	–	466
2017 Q4	$58K	Buy	+2,018	New	+$56.8K	0.01%	645

Other funds holding BWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Calton & Associates's BWX Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2018, closing a stake of 2,018 shares — an estimated $58K sold.

Calton & Associates first reported a position in BWX in Q4 2017 and held it in 1 quarter. The position peaked at $58K in Q4 2017. 193 funds tracked by Wall St. Rank hold BWX as of Q1 2018.

Calton & Associates reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 2,018 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2018, an estimated $58K.
Calton & Associates first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and held it in 1 quarter.
Calton & Associates's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $58K in Q4 2017.
193 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.