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

Miles Capital’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 Q1	–	Sell	-12,202	Closed	-$317K	–	206
2016 Q4	$317K	Sell	12,202 -6,666	-35%	-$180K	0.19%	83
2016 Q3	$544K	Hold	18,868	–	–	0.37%	59
2016 Q2	$539K	Sell	18,868 -3,888	-17%	-$109K	0.37%	61
2016 Q1	$634K	Hold	22,756	–	–	0.43%	55
2015 Q4	$587K	Hold	22,756	–	–	0.4%	68
2015 Q3	$592K	Sell	22,756 -6,344	-22%	-$165K	0.43%	64
2015 Q2	$757K	Sell	29,100 -98,602	-77%	-$2.61M	0.5%	48
2015 Q1	$3.39M	Sell	127,702 -2,436	-2%	-$65.7K	2.02%	6
2014 Q4	$3.6M	Buy	130,138 +4,046	+3%	+$115K	1.94%	8
2014 Q3	$3.62M	Hold	126,092	–	–	1.92%	9
2014 Q2	$3.83M	Buy	126,092 +7,532	+6%	+$226K	1.94%	9
2014 Q1	$3.52M	Hold	118,560	–	–	1.83%	9
2013 Q4	$3.42M	Buy	118,560 +818	+0.7%	+$23.9K	1.68%	8
2013 Q3	$3.44M	Sell	117,742 -5,988	-5%	-$171K	1.96%	8
2013 Q2	$3.48M	Buy	+123,730	New	+$3.61M	1.61%	8

Other funds holding BWX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PSUF

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Miles Capital's BWX Position: Q1 2017 in Review

Miles Capital sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2017, closing a stake of 12,202 shares — an estimated $317K sold.

Miles Capital first reported a position in BWX in Q2 2013 and held it in 15 quarters. The position peaked at $3.83M in Q2 2014. 142 funds tracked by Wall St. Rank hold BWX as of Q1 2017.

Miles Capital reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2017 after selling out during the quarter.
Miles Capital sold 12,202 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2017, an estimated $317K.
Miles Capital first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 15 quarters.
Miles Capital's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.83M in Q2 2014.
142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2017.

Based on Miles Capital's 13F filing for Q1 2017, filed 12 May 2017.