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Leuthold Group’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Leuthold Group’s Portfolio BWZ Stock Details BWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-99,322
Closed -$3.19M – 199
2017
Q4 		$3.19M Sell
99,322
-760
-0.8% -$24.2K 0.32% 123
2017
Q3 		$3.2M Sell
100,082
-20,474
-17% -$656K 0.32% 125
2017
Q2 		$3.78M Sell
120,556
-199
-0.2% -$6.12K 0.41% 100
2017
Q1 		$3.66M Sell
120,755
-233
-0.2% -$6.98K 0.39% 112
2016
Q4 		$3.54M Sell
120,988
-2,131
-2% -$64.7K 0.4% 114
2016
Q3 		$3.92M Sell
123,119
-2,650
-2% -$83.9K 0.41% 91
2016
Q2 		$3.95M Buy
125,769
+37,090
+42% +$1.16M 0.42% 95
2016
Q1 		$2.77M Hold
88,679
– – 0.3% 110
2015
Q4 		$2.64M Sell
88,679
-94,356
-52% -$2.83M 0.28% 121
2015
Q3 		$5.51M Sell
183,035
-18,913
-9% -$571K 0.58% 60
2015
Q2 		$6.19M Buy
201,948
+35,944
+22% +$1.11M 0.58% 53
2015
Q1 		$5.04M Buy
166,004
+2,855
+2% +$88.6K 0.47% 77
2014
Q4 		$5.26M Sell
163,149
-29,174
-15% -$973K 0.52% 65
2014
Q3 		$6.54M Buy
192,323
+20,766
+12% +$739K 0.59% 62
2014
Q2 		$6.26M Sell
171,557
-149
-0.1% -$5.4K 0.53% 71
2014
Q1 		$6.18M Buy
171,706
+884
+0.5% +$31.7K 0.55% 71
2013
Q4 		$6.12M Buy
170,822
+828
+0.5% +$29.8K 0.55% 69
2013
Q3 		$6.13M Buy
169,994
+959
+0.6% +$33.9K 0.57% 57
2013
Q2 		$5.89M Buy
+169,035
New +$5.96M 0.55% 58

Other funds holding BWZ

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leuthold Group's BWZ Position: Q1 2018 in Review

Leuthold Group sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2018, closing a stake of 99,322 shares — an estimated $3.19M sold.

Leuthold Group first reported a position in BWZ in Q2 2013 and held it in 19 quarters. The position peaked at $6.54M in Q3 2014. 41 funds tracked by Wall St. Rank hold BWZ as of Q1 2018.

  • Leuthold Group reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Leuthold Group sold 99,322 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2018, an estimated $3.19M.
  • Leuthold Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2013 and held it in 19 quarters.
  • Leuthold Group's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $6.54M in Q3 2014.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2018.

Based on Leuthold Group's 13F filing for Q1 2018, filed 15 May 2018.