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Capital Analysts LLC’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Capital Analysts LLC’s Portfolio BWZ Stock Details BWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-145
Closed -$4.68K – 389
2014
Q4 		$4.68K Hold
145
– – ﹤0.01% 372
2014
Q3 		$4.93K Buy
+145
New +$5.16K ﹤0.01% 364

Other funds holding BWZ

GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Capital Analysts LLC's BWZ Position: Q1 2015 in Review

Capital Analysts LLC sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2015, closing a stake of 145 shares — an estimated $4.68K sold.

Capital Analysts LLC first reported a position in BWZ in Q3 2014 and held it in 2 quarters. The position peaked at $4.93K in Q3 2014. 40 funds tracked by Wall St. Rank hold BWZ as of Q1 2015.

  • Capital Analysts LLC reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Capital Analysts LLC sold 145 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2015, an estimated $4.68K.
  • Capital Analysts LLC first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2014 and held it in 2 quarters.
  • Capital Analysts LLC's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $4.93K in Q3 2014.
  • 40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2015.

Based on Capital Analysts LLC's 13F filing for Q1 2015, filed 30 Apr 2015.