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IFC Holdings’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

IFC Holdings’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
Q1 		– Sell
-9,681
Closed -$276K – 48
2017
Q4 		$276K Buy
9,681
+33
+0.3% +$928 0.02% 410
2017
Q3 		$272K Sell
9,648
-150
-2% -$4.24K 0.02% 416
2017
Q2 		$270K Sell
9,798
-198
-2% -$5.39K 0.02% 400
2017
Q1 		$263K Buy
9,996
+615
+7% +$16.1K 0.02% 377
2016
Q4 		$241K Sell
9,381
-6,955
-43% -$187K 0.02% 352
2016
Q3 		$472K Sell
16,336
-492
-3% -$14.1K 0.05% 231
2016
Q2 		$484K Sell
16,828
-150
-0.9% -$4.21K 0.05% 217
2016
Q1 		$471K Sell
16,978
-1,428
-8% -$38K 0.06% 217
2015
Q4 		$472K Sell
18,406
-340
-2% -$8.82K 0.06% 211
2015
Q3 		$484K Buy
18,746
+602
+3% +$15.6K 0.07% 187
2015
Q2 		$467K Buy
18,144
+478
+3% +$12.7K 0.07% 213
2015
Q1 		$469K Buy
17,666
+1,470
+9% +$39.7K 0.07% 210
2014
Q4 		$451K Buy
16,196
+2,014
+14% +$57.2K 0.07% 209
2014
Q3 		$407K Buy
14,182
+1,956
+16% +$58.3K 0.07% 209
2014
Q2 		$370K Buy
12,226
+1,126
+10% +$33.7K 0.07% 225
2014
Q1 		$329K Sell
11,100
-1,062
-9% -$31.1K 0.07% 217
2013
Q4 		$349K Sell
12,162
-2,694
-18% -$78.6K 0.07% 224
2013
Q3 		$433K Sell
14,856
-110
-0.7% -$3.15K 0.09% 215
2013
Q2 		$424K Buy
+14,966
New +$436K 0.1% 206

Other funds holding BWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

IFC Holdings's BWX Position: Q1 2018 in Review

IFC Holdings sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2018, closing a stake of 9,681 shares — an estimated $276K sold.

IFC Holdings first reported a position in BWX in Q2 2013 and held it in 19 quarters. The position peaked at $484K in Q2 2016. 193 funds tracked by Wall St. Rank hold BWX as of Q1 2018.

  • IFC Holdings reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 9,681 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2018, an estimated $276K.
  • IFC Holdings first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $484K in Q2 2016.
  • 193 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.