Hedeker Wealth’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Hedeker Wealth’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
2016 Q4	–	Sell	-192	Closed	-$6.68K	–	126
2016 Q3	$6.68K	Sell	192 -17,358	-99%	-$498K	0.35%	50
2016 Q2	$501K	Sell	17,550 -67,870	-79%	-$1.9M	0.44%	86
2016 Q1	$2.38M	Buy	+85,420	New	+$2.27M	2.23%	13

Other funds holding BWX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Hedeker Wealth's BWX Position: Q4 2016 in Review

Hedeker Wealth sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2016, closing a stake of 192 shares — an estimated $6.68K sold.

Hedeker Wealth first reported a position in BWX in Q1 2016 and held it in 3 quarters. The position peaked at $2.38M in Q1 2016. 151 funds tracked by Wall St. Rank hold BWX as of Q4 2016.

Hedeker Wealth reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Hedeker Wealth sold 192 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2016, an estimated $6.68K.
Hedeker Wealth first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
Hedeker Wealth's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.38M in Q1 2016.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.