Carroll Financial Associates’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Carroll Financial 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
2017 Q3	–	Sell	-212	Closed	-$5K	–	1191
2017 Q2	$5K	Hold	212	–	–	﹤0.01%	970
2017 Q1	$5K	Sell	212 -109	-34%	-$2.86K	﹤0.01%	970
2016 Q4	$8K	Buy	+321	New	+$8.64K	﹤0.01%	840
2016 Q1	–	Sell	-42	Closed	-$1K	–	1128
2015 Q4	$1K	Hold	42	–	–	﹤0.01%	1031
2015 Q3	$1K	Buy	+42	New	+$1.09K	﹤0.01%	1011

Other funds holding BWX

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

PSUF

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 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

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

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

VFA

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carroll Financial Associates's BWX Position: Q3 2017 in Review

Carroll Financial Associates sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2017, closing a stake of 212 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in BWX in Q3 2015 and held it in 5 quarters. The position peaked at $8K in Q4 2016. 158 funds tracked by Wall St. Rank hold BWX as of Q3 2017.

Carroll Financial Associates reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
Carroll Financial Associates sold 212 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2017, an estimated $5K.
Carroll Financial Associates first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2015 and held it in 5 quarters.
Carroll Financial Associates's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $8K in Q4 2016.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2017.

Based on Carroll Financial Associates's 13F filing for Q3 2017, filed 25 Oct 2017.