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Keel Point’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Keel Point’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
2021
Q1 		– Sell
-84,128
Closed -$2.63M – 289
2020
Q4 		$2.63M Buy
+84,128
New +$2.56M 0.23% 78

Other funds holding BWX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Keel Point's BWX Position: Q1 2021 in Review

Keel Point sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2021, closing a stake of 84,128 shares — an estimated $2.63M sold.

Keel Point first reported a position in BWX in Q4 2020 and held it in 1 quarter. The position peaked at $2.63M in Q4 2020. 149 funds tracked by Wall St. Rank hold BWX as of Q1 2021.

  • Keel Point reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Keel Point sold 84,128 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2021, an estimated $2.63M.
  • Keel Point first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2020 and held it in 1 quarter.
  • Keel Point's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2.63M in Q4 2020.
  • 149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2021.

Based on Keel Point's 13F filing for Q1 2021, filed 17 May 2021.