JIR
BWZ icon

James Investment Research’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

James Investment Research’s Portfolio BWZ Stock Details BWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-28,600
Closed -$837K – 655
2016
Q4 		$837K Buy
+28,600
New +$868K 0.02% 271
2014
Q3 		– Hold
0
– – – 367
2014
Q2 		– Hold
0
– – – 348
2014
Q1 		– Hold
0
– – – 356
2013
Q4 		– Hold
0
– – – 342
2013
Q3 		– Hold
0
– – – 339
2013
Q2 		– Hold
0
– – – 334

Other funds holding BWZ

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
KKAMG
Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.02% 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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

James Investment Research's BWZ Position: Q1 2017 in Review

James Investment Research sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2017, closing a stake of 28,600 shares — an estimated $837K sold.

James Investment Research first reported a position in BWZ in Q4 2016 and held it in 1 quarter. The position peaked at $837K in Q4 2016. 28 funds tracked by Wall St. Rank hold BWZ as of Q1 2017.

  • James Investment Research reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
  • James Investment Research sold 28,600 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2017, an estimated $837K.
  • James Investment Research first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2016 and held it in 1 quarter.
  • James Investment Research's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $837K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2017.

Based on James Investment Research's 13F filing for Q1 2017, filed 21 Apr 2017.