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Klingman & Associates’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-468
Closed -$13K – 129
2016
Q3 		$13K Buy
+468
New +$13.4K ﹤0.01% 282

Other funds holding BWX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Klingman & Associates's BWX Position: Q4 2016 in Review

Klingman & Associates sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2016, closing a stake of 468 shares — an estimated $13K sold.

Klingman & Associates first reported a position in BWX in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 151 funds tracked by Wall St. Rank hold BWX as of Q4 2016.

  • Klingman & Associates reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 468 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2016, an estimated $13K.
  • Klingman & Associates first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
  • Klingman & Associates's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $13K in Q3 2016.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.