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First National Trust’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

First National Trust’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
2020
Q2 		– Sell
-9,600
Closed -$267K – 290
2020
Q1 		$267K Hold
9,600
– – 0.03% 248
2019
Q4 		$277K Buy
+9,600
New +$275K 0.02% 269

Other funds holding BWX

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MFM
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PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

First National Trust's BWX Position: Q2 2020 in Review

First National Trust sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2020, closing a stake of 9,600 shares — an estimated $267K sold.

First National Trust first reported a position in BWX in Q4 2019 and held it in 2 quarters. The position peaked at $277K in Q4 2019. 130 funds tracked by Wall St. Rank hold BWX as of Q2 2020.

  • First National Trust reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • First National Trust sold 9,600 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2020, an estimated $267K.
  • First National Trust first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • First National Trust's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $277K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2020.

Based on First National Trust's 13F filing for Q2 2020, filed 6 Aug 2020.