M Holdings Securities’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

M Holdings Securities’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
2014 Q3	–	Sell	-12,048	Closed	-$366K	–	534
2014 Q2	$366K	Buy	+12,048	New	+$361K	0.23%	117
2014 Q1	–	Sell	-13,240	Closed	-$382K	–	158
2013 Q4	$382K	Buy	+13,240	New	+$386K	0.27%	94

Other funds holding BWX

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

M Holdings Securities's BWX Position: Q3 2014 in Review

M Holdings Securities sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2014, closing a stake of 12,048 shares — an estimated $366K sold.

M Holdings Securities first reported a position in BWX in Q4 2013 and held it in 2 quarters. The position peaked at $382K in Q4 2013. 135 funds tracked by Wall St. Rank hold BWX as of Q3 2014.

M Holdings Securities reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
M Holdings Securities sold 12,048 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2014, an estimated $366K.
M Holdings Securities first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2013 and held it in 2 quarters.
M Holdings Securities's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $382K in Q4 2013.
135 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2014.

Based on M Holdings Securities's 13F filing for Q3 2014, filed 17 Nov 2014.