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McKinley Capital Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

McKinley Capital 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
2017
Q2 		– Sell
-628
Closed -$17K – 473
2017
Q1 		$17K Hold
628
– – ﹤0.01% 442
2016
Q4 		$16K Hold
628
– – ﹤0.01% 461
2016
Q3 		$18K Buy
+628
New +$18K ﹤0.01% 483

Other funds holding BWX

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McKinley Capital Management's BWX Position: Q2 2017 in Review

McKinley Capital Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2017, closing a stake of 628 shares — an estimated $17K sold.

McKinley Capital Management first reported a position in BWX in Q3 2016 and held it in 3 quarters. The position peaked at $18K in Q3 2016. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2017.

  • McKinley Capital Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2017 after selling out during the quarter.
  • McKinley Capital Management sold 628 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2017, an estimated $17K.
  • McKinley Capital Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2016 and held it in 3 quarters.
  • McKinley Capital Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $18K in Q3 2016.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2017.

Based on McKinley Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.