Integrated Wealth Management (Palm Desert)’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$353K	Sell	13,250 -506	-4%	-$13.3K	0.12%	167
2016 Q4	$357K	Sell	13,756 -122	-0.9%	-$3.29K	0.13%	158
2016 Q3	$400K	Hold	13,878	–	–	0.14%	143
2016 Q2	$397K	Sell	13,878 -562	-4%	-$15.8K	0.15%	133
2016 Q1	$402K	Sell	14,440 -350	-2%	-$9.31K	0.17%	116
2015 Q4	$382K	Sell	14,790 -108	-0.7%	-$2.8K	0.16%	116
2015 Q3	$388K	Sell	14,898 -550	-4%	-$14.3K	0.17%	113
2015 Q2	$402K	Buy	15,448 +864	+6%	+$22.9K	0.16%	118
2015 Q1	$387K	Buy	+14,584	New	+$393K	0.16%	113

Other funds holding BWX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PSUF

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BWX Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 3.7% in Q1 2017, selling an estimated $13.3K and leaving 13,250 shares worth $353K. The position accounts for 0.12% of the portfolio, ranked #167.

Integrated Wealth Management (Palm Desert) first reported a position in BWX in Q1 2015 and has held it in 9 quarters since. The position peaked at $402K in Q1 2016. 142 funds tracked by Wall St. Rank hold BWX as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 13,250 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $353K as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 506 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2017, an estimated $13.3K.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.12% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #167 holding.
Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $402K in Q1 2016.
142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.