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

Financial Advantage’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
Q1 		– Sell
-484
Closed -$14K – 139
2013
Q4 		$14K Buy
+484
New +$14.1K 0.01% 121

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Financial Advantage's BWX Position: Q1 2014 in Review

Financial Advantage sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2014, closing a stake of 484 shares — an estimated $14K sold.

Financial Advantage first reported a position in BWX in Q4 2013 and held it in 1 quarter. The position peaked at $14K in Q4 2013. 138 funds tracked by Wall St. Rank hold BWX as of Q1 2014.

  • Financial Advantage reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 484 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2014, an estimated $14K.
  • Financial Advantage first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2013 and held it in 1 quarter.
  • Financial Advantage's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $14K in Q4 2013.
  • 138 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.