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KCS Wealth Advisory’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-48
Closed -$1.38K – 181
2019
Q3 		$1.38K Buy
+48
New +$1.39K ﹤0.01% 427

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

KCS Wealth Advisory's BWX Position: Q4 2019 in Review

KCS Wealth Advisory sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2019, closing a stake of 48 shares — an estimated $1.38K sold.

KCS Wealth Advisory first reported a position in BWX in Q3 2019 and held it in 1 quarter. The position peaked at $1.38K in Q3 2019. 146 funds tracked by Wall St. Rank hold BWX as of Q4 2019.

  • KCS Wealth Advisory reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 48 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2019, an estimated $1.38K.
  • KCS Wealth Advisory first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.38K in Q3 2019.
  • 146 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.