Chessman Wealth Strategies RIA’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Chessman Wealth Strategies RIA’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 Q4	–	Sell	-11,230	Closed	-$307K	–	45
2018 Q3	$307K	Sell	11,230 -658,358	-98%	-$18.2M	0.27%	20
2018 Q2	$18.6M	Buy	669,588 +289,482	+76%	+$8.22M	16.36%	2
2018 Q1	$11.2M	Buy	380,106 +4,717	+1%	+$137K	14.13%	2
2017 Q4	$10.7M	Buy	+375,389	New	+$10.6M	10.67%	2

Other funds holding BWX

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

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

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

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

CCA

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Chessman Wealth Strategies RIA's BWX Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2018, closing a stake of 11,230 shares — an estimated $307K sold.

Chessman Wealth Strategies RIA first reported a position in BWX in Q4 2017 and held it in 4 quarters. The position peaked at $18.6M in Q2 2018. 165 funds tracked by Wall St. Rank hold BWX as of Q4 2018.

Chessman Wealth Strategies RIA reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 11,230 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2018, an estimated $307K.
Chessman Wealth Strategies RIA first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
Chessman Wealth Strategies RIA's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $18.6M in Q2 2018.
165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.