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Karpus Investment Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Karpus Investment 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
2013
Q3 		– Sell
-197,526
Closed -$5.56M – 192
2013
Q2 		$5.56M Buy
+197,526
New +$5.76M 0.39% 56

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Karpus Investment Management's BWX Position: Q3 2013 in Review

Karpus Investment Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2013, closing a stake of 197,526 shares — an estimated $5.56M sold.

Karpus Investment Management first reported a position in BWX in Q2 2013 and held it in 1 quarter. The position peaked at $5.56M in Q2 2013. 134 funds tracked by Wall St. Rank hold BWX as of Q3 2013.

  • Karpus Investment Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Karpus Investment Management sold 197,526 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2013, an estimated $5.56M.
  • Karpus Investment Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Karpus Investment Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5.56M in Q2 2013.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2013.

Based on Karpus Investment Management's 13F filing for Q3 2013, filed 14 Nov 2013.