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

Elite 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
2014
Q2 		– Sell
-296
Closed -$9K – 458
2014
Q1 		$9K Buy
+296
New +$8.66K 0.01% 242

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Elite Wealth Management's BWX Position: Q2 2014 in Review

Elite Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2014, closing a stake of 296 shares — an estimated $9K sold.

Elite Wealth Management first reported a position in BWX in Q1 2014 and held it in 1 quarter. The position peaked at $9K in Q1 2014. 137 funds tracked by Wall St. Rank hold BWX as of Q2 2014.

  • Elite Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 296 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2014, an estimated $9K.
  • Elite Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2014 and held it in 1 quarter.
  • Elite Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $9K in Q1 2014.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.