Institute for Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Institute for Wealth Management’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 Q4	–	Sell	-16,011	Closed	-$442K	–	275
2018 Q3	$442K	Sell	16,011 -1,634	-9%	-$45.1K	0.15%	169
2018 Q2	$490K	Sell	17,645 -388	-2%	-$11K	0.16%	168
2018 Q1	$517K	Buy	+18,033	New	+$524K	0.15%	189
2017 Q4	–	Sell	-24,881	Closed	-$699K	–	396
2017 Q3	$699K	Sell	24,881 -172	-0.7%	-$4.86K	0.23%	153
2017 Q2	$692K	Buy	+25,053	New	+$682K	0.19%	174
2015 Q4	$1.26M	Sell	48,872 -25,750	-35%	-$668K	1.88%	18
2015 Q3	$1.94M	Buy	74,622 +22,922	+44%	+$596K	3.69%	12
2015 Q2	$1.34M	Sell	51,700 -1,476	-3%	-$39.1K	1.74%	23
2015 Q1	$1.41M	Sell	53,176 -3,518	-6%	-$94.9K	1.55%	24
2014 Q4	$1.57M	Sell	56,694 -17,672	-24%	-$502K	1.65%	23
2014 Q3	$2.14M	Buy	74,366 +18,482	+33%	+$551K	2.04%	18
2014 Q2	$1.7M	Sell	55,884 -2,424	-4%	-$72.6K	1.47%	19
2014 Q1	$1.73M	Sell	58,308 -5,156	-8%	-$151K	1.48%	22
2013 Q4	$1.83M	Sell	63,464 -11,566	-15%	-$338K	1.32%	27
2013 Q3	$2.19M	Sell	75,030 -5,112	-6%	-$146K	1.51%	25
2013 Q2	$2.25M	Buy	+80,142	New	+$2.34M	1.81%	24

Other funds holding BWX

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

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Institute for Wealth Management's BWX Position: Q4 2018 in Review

Institute for Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2018, closing a stake of 16,011 shares — an estimated $442K sold.

Institute for Wealth Management first reported a position in BWX in Q2 2013 and held it in 16 quarters. The position peaked at $2.25M in Q2 2013. 165 funds tracked by Wall St. Rank hold BWX as of Q4 2018.

Institute for Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Institute for Wealth Management sold 16,011 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2018, an estimated $442K.
Institute for Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 16 quarters.
Institute for Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.25M in Q2 2013.
165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2018.

Based on Institute for Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.