Concert Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Concert Wealth Management’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	$659K	Sell	23,448 -1,950	-8%	-$55.1K	2.67%	14
2017 Q2	$700K	Sell	25,398 -11,013	-30%	-$300K	0.68%	40
2017 Q1	$946K	Sell	36,411 -14,302	-28%	-$375K	0.21%	137
2016 Q4	$1.32M	Buy	50,713 +3,069	+6%	+$82.6K	0.29%	88
2016 Q3	$1.38M	Buy	47,644 +14,958	+46%	+$430K	0.17%	155
2016 Q2	$935K	Buy	32,686 +18,286	+127%	+$513K	0.13%	216
2016 Q1	$405K	Sell	14,400 -25,092	-64%	-$668K	0.05%	391
2015 Q4	$1.02M	Buy	39,492 +13,230	+50%	+$343K	0.14%	183
2015 Q3	$686K	Sell	26,262 -2,738	-9%	-$71.2K	0.09%	277
2015 Q2	$753K	Buy	29,000 +10,424	+56%	+$276K	0.1%	273
2015 Q1	$266K	Buy	18,576 +6,280	+51%	+$169K	0.08%	324
2014 Q4	$340K	Sell	12,296 -2,996	-20%	-$85K	0.05%	413
2014 Q3	$438K	Buy	15,292 +2,202	+17%	+$65.7K	0.06%	297
2014 Q2	$365K	Buy	+13,090	New	+$392K	0.04%	366

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

Concert Wealth Management's BWX Position: Q3 2017 in Review

Concert Wealth Management reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 7.7% in Q3 2017, selling an estimated $55.1K and leaving 23,448 shares worth $659K. The position accounts for 2.67% of the portfolio, ranked #14.

Concert Wealth Management first reported a position in BWX in Q2 2014 and has held it in 14 quarters since. The position peaked at $1.38M in Q3 2016. 158 funds tracked by Wall St. Rank hold BWX as of Q3 2017.

Concert Wealth Management held 23,448 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $659K as of Q3 2017.
Concert Wealth Management sold 1,950 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2017, an estimated $55.1K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 2.67% of Concert Wealth Management's portfolio in Q3 2017, its #14 holding.
Concert Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2014 and has held it in 14 quarters since.
Concert Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.38M in Q3 2016.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.