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

Icon Wealth 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 Q3	–	Sell	-369	Closed	-$10K	–	339
2018 Q2	$10K	Buy	+369	New	+$10.5K	﹤0.01%	691
2018 Q1	–	Sell	-1,715	Closed	-$49K	–	330
2017 Q4	$49K	Buy	+1,715	New	+$48.2K	0.02%	422

Other funds holding BWX

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PSUF

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CCA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Icon Wealth Partners's BWX Position: Q3 2018 in Review

Icon Wealth Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2018, closing a stake of 369 shares — an estimated $10K sold.

Icon Wealth Partners first reported a position in BWX in Q4 2017 and held it in 2 quarters. The position peaked at $49K in Q4 2017. 167 funds tracked by Wall St. Rank hold BWX as of Q3 2018.

Icon Wealth Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 369 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2018, an estimated $10K.
Icon Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $49K in Q4 2017.
167 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.