Freestone Capital Holdings’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Freestone Capital Holdings’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
2017 Q4	–	Sell	-200,000	Closed	-$5.62M	–	336
2017 Q3	$5.62M	Buy	+200,000	New	+$5.65M	0.4%	67
2017 Q1	–	Sell	-80,000	Closed	-$2.08M	–	352
2016 Q4	$2.08M	Buy	+80,000	New	+$2.15M	0.18%	129

Other funds holding BWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

FIM

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

Freestone Capital Holdings's BWX Position: Q4 2017 in Review

Freestone Capital Holdings sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2017, closing a stake of 200,000 shares — an estimated $5.62M sold.

Freestone Capital Holdings first reported a position in BWX in Q4 2016 and held it in 2 quarters. The position peaked at $5.62M in Q3 2017. 183 funds tracked by Wall St. Rank hold BWX as of Q4 2017.

Freestone Capital Holdings reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
Freestone Capital Holdings sold 200,000 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2017, an estimated $5.62M.
Freestone Capital Holdings first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2016 and held it in 2 quarters.
Freestone Capital Holdings's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5.62M in Q3 2017.
183 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2017.

Based on Freestone Capital Holdings's 13F filing for Q4 2017, filed 13 Feb 2018.