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

GeoWealth 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
2019
Q4 		– Sell
-111,318
Closed -$3.19M – 117
2019
Q3 		$3.19M Buy
+111,318
New +$3.21M 0.72% 30

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GeoWealth Management's BWX Position: Q4 2019 in Review

GeoWealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2019, closing a stake of 111,318 shares — an estimated $3.19M sold.

GeoWealth Management first reported a position in BWX in Q3 2019 and held it in 1 quarter. The position peaked at $3.19M in Q3 2019. 146 funds tracked by Wall St. Rank hold BWX as of Q4 2019.

  • GeoWealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 111,318 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2019, an estimated $3.19M.
  • GeoWealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.19M in Q3 2019.
  • 146 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.