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Horizon Bancorp’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Horizon Bancorp’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
2020
Q3 		– Sell
-90
Closed -$3K – 248
2020
Q2 		$3K Hold
90
– – ﹤0.01% 233
2020
Q1 		$3K Hold
90
– – ﹤0.01% 249
2019
Q4 		$3K Buy
+90
New +$2.58K ﹤0.01% 259

Other funds holding BWX

PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

Horizon Bancorp's BWX Position: Q3 2020 in Review

Horizon Bancorp sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2020, closing a stake of 90 shares — an estimated $3K sold.

Horizon Bancorp first reported a position in BWX in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 146 funds tracked by Wall St. Rank hold BWX as of Q3 2020.

  • Horizon Bancorp reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Horizon Bancorp sold 90 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2020, an estimated $3K.
  • Horizon Bancorp first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2019 and held it in 3 quarters.
  • Horizon Bancorp's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3K in Q2 2020.
  • 146 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2020.

Based on Horizon Bancorp's 13F filing for Q3 2020, filed 12 Nov 2020.