JC
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Jentner Corp’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Jentner Corp’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
Q2 		– Sell
-7,192
Closed -$218K – 30
2017
Q1 		$218K Sell
7,192
-814
-10% -$24.4K 0.21% 26
2016
Q4 		$234K Buy
+8,006
New +$243K 0.24% 23

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Jentner Corp's BWZ Position: Q2 2017 in Review

Jentner Corp sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2017, closing a stake of 7,192 shares — an estimated $218K sold.

Jentner Corp first reported a position in BWZ in Q4 2016 and held it in 2 quarters. The position peaked at $234K in Q4 2016. 26 funds tracked by Wall St. Rank hold BWZ as of Q2 2017.

  • Jentner Corp reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Jentner Corp sold 7,192 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2017, an estimated $218K.
  • Jentner Corp first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2016 and held it in 2 quarters.
  • Jentner Corp's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $234K in Q4 2016.
  • 26 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2017.

Based on Jentner Corp's 13F filing for Q2 2017, filed 27 Jul 2017.