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Kovack Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Kovack Advisors’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
2018
Q3 		– Sell
-15,583
Closed -$432K – 477
2018
Q2 		$432K Buy
15,583
+6,839
+78% +$194K 0.12% 200
2018
Q1 		$258K Sell
8,744
-72
-0.8% -$2.09K 0.06% 351
2017
Q4 		$251K Buy
+8,816
New +$248K 0.06% 349

Other funds holding BWX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kovack Advisors's BWX Position: Q3 2018 in Review

Kovack Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2018, closing a stake of 15,583 shares — an estimated $432K sold.

Kovack Advisors first reported a position in BWX in Q4 2017 and held it in 3 quarters. The position peaked at $432K in Q2 2018. 167 funds tracked by Wall St. Rank hold BWX as of Q3 2018.

  • Kovack Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Kovack Advisors sold 15,583 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2018, an estimated $432K.
  • Kovack Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and held it in 3 quarters.
  • Kovack Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $432K in Q2 2018.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2018.

Based on Kovack Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.