Estate Counselors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Estate Counselors’s Portfolio BWZ Stock Details BWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-106,325	Closed	-$3.81M	–	53
2013 Q4	$3.81M	Sell	106,325 -44,405	-29%	-$1.6M	1.69%	20
2013 Q3	$5.43M	Hold	150,730	–	–	2.51%	16
2013 Q2	$5.26M	Buy	+150,730	New	+$5.32M	2.66%	15

Other funds holding BWZ

Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

FCG Advisors Chatham, New Jersey $425M AUM 12.09% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Estate Counselors's BWZ Position: Q1 2014 in Review

Estate Counselors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2014, closing a stake of 106,325 shares — an estimated $3.81M sold.

Estate Counselors first reported a position in BWZ in Q2 2013 and held it in 3 quarters. The position peaked at $5.43M in Q3 2013. 32 funds tracked by Wall St. Rank hold BWZ as of Q1 2014.

Estate Counselors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
Estate Counselors sold 106,325 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2014, an estimated $3.81M.
Estate Counselors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2013 and held it in 3 quarters.
Estate Counselors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $5.43M in Q3 2013.
32 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2014.

Based on Estate Counselors's 13F filing for Q1 2014, filed 11 Apr 2014.