Holistic Financial Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Holistic Financial Partners’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
2018 Q2	–	Sell	-1,328	Closed	-$39K	–	82
2018 Q1	$39K	Hold	1,328	–	–	0.03%	222
2017 Q4	$38K	Buy	+1,328	New	+$37.3K	0.03%	226

Other funds holding BWX

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

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Holistic Financial Partners's BWX Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2018, closing a stake of 1,328 shares — an estimated $39K sold.

Holistic Financial Partners first reported a position in BWX in Q4 2017 and held it in 2 quarters. The position peaked at $39K in Q1 2018. 187 funds tracked by Wall St. Rank hold BWX as of Q2 2018.

Holistic Financial Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 1,328 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2018, an estimated $39K.
Holistic Financial Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $39K in Q1 2018.
187 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.