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Choate Investment Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Choate Investment Advisors’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
2014
Q3 		– Sell
-1,626
Closed -$49.4K – 263
2014
Q2 		$49.4K Buy
+1,626
New +$48.7K ﹤0.01% 270

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Choate Investment Advisors's BWX Position: Q3 2014 in Review

Choate Investment Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2014, closing a stake of 1,626 shares — an estimated $49.4K sold.

Choate Investment Advisors first reported a position in BWX in Q2 2014 and held it in 1 quarter. The position peaked at $49.4K in Q2 2014. 135 funds tracked by Wall St. Rank hold BWX as of Q3 2014.

  • Choate Investment Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Choate Investment Advisors sold 1,626 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2014, an estimated $49.4K.
  • Choate Investment Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2014 and held it in 1 quarter.
  • Choate Investment Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $49.4K in Q2 2014.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2014.

Based on Choate Investment Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.