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

Financial Gravity 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
2019 Q4	–	Sell	-37,858	Closed	-$1.08M	–	870
2019 Q3	$1.09M	Buy	37,858 +37,790	+55,574%	+$1.09M	0.94%	21
2019 Q2	$2K	Hold	68	–	–	﹤0.01%	870
2019 Q1	$2K	Buy	+68	New	+$1.89K	﹤0.01%	913
2018 Q2	–	Sell	-58	Closed	-$2K	–	1418
2018 Q1	$2K	Buy	+58	New	+$1.69K	﹤0.01%	925

Other funds holding BWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Financial Gravity Asset Management's BWX Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2019, closing a stake of 37,858 shares — an estimated $1.08M sold.

Financial Gravity Asset Management first reported a position in BWX in Q1 2018 and held it in 4 quarters. The position peaked at $1.09M in Q3 2019. 146 funds tracked by Wall St. Rank hold BWX as of Q4 2019.

Financial Gravity Asset Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 37,858 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2019, an estimated $1.08M.
Financial Gravity Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.09M in Q3 2019.
146 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.