Laird Norton Wetherby Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q1	–	Sell	-87	Closed	-$2K	–	649
2017 Q4	$2K	Hold	87	–	–	﹤0.01%	659
2017 Q3	$2K	Buy	+87	New	+$2.46K	﹤0.01%	634
2015 Q3	–	Sell	-526	Closed	-$14K	–	461
2015 Q2	$14K	Buy	+526	New	+$13.9K	﹤0.01%	488

Other funds holding BWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BWX Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2018, closing a stake of 87 shares — an estimated $2K sold.

Laird Norton Wetherby Wealth Management first reported a position in BWX in Q2 2015 and held it in 3 quarters. The position peaked at $14K in Q2 2015. 193 funds tracked by Wall St. Rank hold BWX as of Q1 2018.

Laird Norton Wetherby Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 87 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2018, an estimated $2K.
Laird Norton Wetherby Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2015 and held it in 3 quarters.
Laird Norton Wetherby Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $14K in Q2 2015.
193 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.