Kavar Capital Partners Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Kavar Capital Partners Group’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
2014 Q1	–	Sell	-18	Closed	–	–	532
2013 Q4	$0	Buy	+18	New	+$525	﹤0.01%	501

Other funds holding BWX

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Kavar Capital Partners Group's BWX Position: Q1 2014 in Review

Kavar Capital Partners Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2014, closing a stake of 18 shares.

Kavar Capital Partners Group first reported a position in BWX in Q4 2013 and held it in 1 quarter. The position peaked at $0 in Q4 2013. 138 funds tracked by Wall St. Rank hold BWX as of Q1 2014.

Kavar Capital Partners Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
Kavar Capital Partners Group sold 18 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2014.
Kavar Capital Partners Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2013 and held it in 1 quarter.
Kavar Capital Partners Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $0 in Q4 2013.
138 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2014.

Based on Kavar Capital Partners Group's 13F filing for Q1 2014, filed 7 Jan 2019.