Fusion Investment Group’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Fusion Investment Group’s Portfolio BWZ Stock Details BWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$297K	Buy	9,984 +227	+2%	+$6.8K	0.8%	40
2015 Q3	$293K	Buy	9,757 +5,552	+132%	+$168K	0.69%	50
2015 Q2	$129K	Buy	+4,205	New	+$129K	0.1%	113
2015 Q1	–	Sell	-9,895	Closed	-$319K	–	108
2014 Q4	$319K	Sell	9,895 -3,950	-29%	-$132K	0.27%	68
2014 Q3	$471K	Sell	13,845 -484	-3%	-$17.2K	0.41%	40
2014 Q2	$523K	Sell	14,329 -6,596	-32%	-$239K	0.45%	43
2014 Q1	$754K	Buy	20,925 +2,820	+16%	+$101K	0.77%	21
2013 Q4	$648K	Buy	+18,105	New	+$652K	0.48%	52

Other funds holding BWZ

Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KKAMG

Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 1-Year Est. Return

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

Fusion Investment Group's BWZ Position: Q4 2015 in Review

Fusion Investment Group increased its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 2.3% in Q4 2015, buying an estimated $6.8K and bringing the position to 9,984 shares worth $297K. The position accounts for 0.8% of the portfolio, ranked #40.

Fusion Investment Group first reported a position in BWZ in Q4 2013 and has held it in 8 quarters since. The position peaked at $754K in Q1 2014. 35 funds tracked by Wall St. Rank hold BWZ as of Q4 2015.

Fusion Investment Group held 9,984 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $297K as of Q4 2015.
Fusion Investment Group bought 227 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2015, an estimated $6.8K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.8% of Fusion Investment Group's portfolio in Q4 2015, its #40 holding.
Fusion Investment Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2013 and has held it in 8 quarters since.
Fusion Investment Group's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $754K in Q1 2014.
35 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.