CT Financial Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

CT Financial 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
2017 Q1	$50.7K	Hold	1,904	–	–	0.03%	272
2016 Q4	$49.5K	Sell	1,904 -510	-21%	-$13.7K	0.03%	271
2016 Q3	$69.6K	Hold	2,414	–	–	0.04%	229
2016 Q2	$69K	Buy	2,414 +510	+27%	+$14.3K	0.04%	232
2016 Q1	$53.1K	Sell	1,904 -600	-24%	-$16K	0.03%	283
2015 Q4	$64.6K	Sell	2,504 -1,560	-38%	-$40.5K	0.04%	263
2015 Q3	$106K	Hold	4,064	–	–	0.07%	203
2015 Q2	$106K	Hold	4,064	–	–	0.06%	215
2015 Q1	$108K	Hold	4,064	–	–	0.06%	219
2014 Q4	$112K	Buy	+4,064	New	+$115K	0.09%	163
2014 Q1	$108K	Buy	+4,064	New	+$119K	0.06%	219

Other funds holding BWX

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

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

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

VFA

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

FIM

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

CT Financial Advisors's BWX Position: Q1 2017 in Review

CT Financial Advisors held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q1 2017 at 1,904 shares worth $50.7K. The position accounts for 0.03% of the portfolio, ranked #272.

CT Financial Advisors first reported a position in BWX in Q1 2014 and has held it in 11 quarters since. The position peaked at $112K in Q4 2014. 142 funds tracked by Wall St. Rank hold BWX as of Q1 2017.

CT Financial Advisors held 1,904 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $50.7K as of Q1 2017.
CT Financial Advisors left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q1 2017.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.03% of CT Financial Advisors's portfolio in Q1 2017, its #272 holding.
CT Financial Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $112K in Q4 2014.
142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.