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Evanson Asset Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Evanson Asset 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
2018
Q2 		– Sell
-8,471
Closed -$250K – 254
2018
Q1 		$250K Buy
+8,471
New +$246K 0.05% 213

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PSUF
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MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evanson Asset Management's BWX Position: Q2 2018 in Review

Evanson Asset Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2018, closing a stake of 8,471 shares — an estimated $250K sold.

Evanson Asset Management first reported a position in BWX in Q1 2018 and held it in 1 quarter. The position peaked at $250K in Q1 2018. 187 funds tracked by Wall St. Rank hold BWX as of Q2 2018.

  • Evanson Asset Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Evanson Asset Management sold 8,471 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2018, an estimated $250K.
  • Evanson Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2018 and held it in 1 quarter.
  • Evanson Asset Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $250K in Q1 2018.
  • 187 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2018.

Based on Evanson Asset Management's 13F filing for Q2 2018, filed 11 Jul 2018.