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

Financial Gravity Companies’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 Q4	$1.41M	Buy	+50,345	New	+$1.37M	1.28%	15
2018 Q1	$2K	Sell	58 -42,587	-100%	-$1.24M	﹤0.01%	925
2017 Q4	$1.25M	Buy	+42,645	New	+$1.2M	1.43%	14

Other funds holding BWX

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

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

MFM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Financial Gravity Companies's BWX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2018: 50,345 shares worth $1.41M. The stake represents 1.28% of the portfolio and ranks #15 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BWX as recently as Q1 2018.

Financial Gravity Companies first reported a position in BWX in Q4 2017 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold BWX as of Q4 2018.

Financial Gravity Companies held 50,345 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1.41M as of Q4 2018.
State Street SPDR Bloomberg International Treasury Bond ETF was a new Financial Gravity Companies position in Q4 2018.
State Street SPDR Bloomberg International Treasury Bond ETF made up 1.28% of Financial Gravity Companies's portfolio in Q4 2018, its #15 holding.
Financial Gravity Companies first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and has held it in 3 quarters since.
165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.