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Focused Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Focused Wealth 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
2015
Q4 		– Sell
-234
Closed -$6K – 674
2015
Q3 		$6K Buy
+234
New +$6.08K ﹤0.01% 466

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GF
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AssetMark Inc
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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Focused Wealth Management's BWX Position: Q4 2015 in Review

Focused Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2015, closing a stake of 234 shares — an estimated $6K sold.

Focused Wealth Management first reported a position in BWX in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 139 funds tracked by Wall St. Rank hold BWX as of Q4 2015.

  • Focused Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Focused Wealth Management sold 234 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2015, an estimated $6K.
  • Focused Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2015 and held it in 1 quarter.
  • Focused Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $6K in Q3 2015.
  • 139 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2015.

Based on Focused Wealth Management's 13F filing for Q4 2015, filed 12 Feb 2016.