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Founders Bank & Trust’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Founders Bank & 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
2014
Q1 		– Sell
-100
Closed -$3K – 360
2013
Q4 		$3K Buy
+100
New +$2.92K ﹤0.01% 355

Other funds holding BWX

Bank of America
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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

Founders Bank & Trust's BWX Position: Q1 2014 in Review

Founders Bank & Trust sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2014, closing a stake of 100 shares — an estimated $3K sold.

Founders Bank & Trust first reported a position in BWX in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 138 funds tracked by Wall St. Rank hold BWX as of Q1 2014.

  • Founders Bank & Trust reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 100 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2014, an estimated $3K.
  • Founders Bank & Trust first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2013 and held it in 1 quarter.
  • Founders Bank & Trust's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3K 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 Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.