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Freedom Investment Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Freedom Investment 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
2020
Q4 		– Sell
-360,248
Closed -$10.7M – 619
2020
Q3 		$10.7M Buy
+360,248
New +$10.7M 1.16% 12
2019
Q3 		– Sell
-757,865
Closed -$21.9M – 696
2019
Q2 		$21.9M Buy
+757,865
New +$21.2M 1.84% 4
2019
Q1 		– Sell
-476,241
Closed -$13.1M – 689
2018
Q4 		$13.1M Buy
+476,241
New +$12.9M 1.02% 12
2018
Q2 		– Sell
-549,843
Closed -$16.2M – 972
2018
Q1 		$16.2M Sell
549,843
-472,878
-46% -$13.7M 0.83% 16
2017
Q4 		$29.1M Buy
1,022,721
+586,257
+134% +$16.5M 1.49% 8
2017
Q3 		$12.3M Sell
436,464
-614,590
-58% -$17.4M 0.67% 17
2017
Q2 		$29M Buy
1,051,054
+90,818
+9% +$2.47M 1.65% 7
2017
Q1 		$25.6M Buy
960,236
+639,467
+199% +$16.8M 1.49% 9
2016
Q4 		$8.33M Buy
320,769
+7,111
+2% +$191K 0.52% 20
2016
Q3 		$9.05M Buy
313,658
+9,584
+3% +$275K 0.58% 22
2016
Q2 		$8.69M Sell
304,074
-291,734
-49% -$8.18M 0.59% 17
2016
Q1 		$16.6M Buy
595,808
+21,850
+4% +$581K 1.2% 11
2015
Q4 		$14.8M Buy
573,958
+557,670
+3,424% +$14.5M 1.12% 10
2015
Q3 		$364K Sell
16,288
-220,554
-93% -$5.73M 0.04% 415
2015
Q2 		$6.16M Buy
236,842
+6,344
+3% +$168K 0.63% 20
2015
Q1 		$6.12M Buy
230,498
+14,752
+7% +$398K 0.68% 20
2014
Q4 		$5.97M Buy
215,746
+11,226
+5% +$319K 0.77% 15
2014
Q3 		$5.87M Buy
204,520
+11,968
+6% +$357K 1.04% 12
2014
Q2 		$5.86M Sell
192,552
-170,260
-47% -$5.1M 0.98% 10
2014
Q1 		$10.8M Buy
362,812
+168,476
+87% +$4.93M 2.3% 6
2013
Q4 		$5.61M Sell
194,336
-192,314
-50% -$5.61M 1.39% 11
2013
Q3 		$11.3M Buy
386,650
+166,266
+75% +$4.75M 3.22% 5
2013
Q2 		$6.2M Buy
+220,384
New +$6.43M 2.11% 8

Other funds holding BWX

PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's BWX Position: Q4 2020 in Review

Freedom Investment Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2020, closing a stake of 360,248 shares — an estimated $10.7M sold.

Freedom Investment Management first reported a position in BWX in Q2 2013 and held it in 23 quarters. The position peaked at $29.1M in Q4 2017. 159 funds tracked by Wall St. Rank hold BWX as of Q4 2020.

  • Freedom Investment Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Freedom Investment Management sold 360,248 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2020, an estimated $10.7M.
  • Freedom Investment Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 23 quarters.
  • Freedom Investment Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $29.1M in Q4 2017.
  • 159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2020.

Based on Freedom Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.