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ETS
ESL Trust Services’s
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
Stock Holding History
ESL Trust Services’s Portfolio
BWZ Stock Details
BWZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-22,935
Closed
-$682K
–
25
2020
Q1
$682K
Hold
22,935
–
–
0.36%
20
2019
Q4
$708K
Buy
+22,935
New
+$700K
0.33%
21
Other funds holding BWZ
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
PSUF
People's United Financial
Bridgeport, Connecticut
$3.51B AUM
12.24%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
WCM
Windham Capital Management
Boston, Massachusetts
$128M AUM
12.44%
1-Year Est. Return
Bank Julius Baer & Co
Zurich, Switzerland
$33.2B AUM
25.01%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
RRC
Relaxing Retirement Coach
Wellesley, Massachusetts
$332M AUM
11.51%
1-Year Est. Return
CFGS
Concourse Financial Group Securities
Birmingham, Alabama
$1.77B AUM
17.37%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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