Moloney Securities Asset Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Moloney Securities Asset Management’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 Q3	–	Sell	-18,823	Closed	-$589K	–	306
2018 Q2	$589K	Sell	18,823 -5,089	-21%	-$163K	0.22%	136
2018 Q1	$791K	Buy	+23,912	New	+$787K	0.32%	103

Other funds holding BWZ

PSUF

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Moloney Securities Asset Management's BWZ Position: Q3 2018 in Review

Moloney Securities Asset Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2018, closing a stake of 18,823 shares — an estimated $589K sold.

Moloney Securities Asset Management first reported a position in BWZ in Q1 2018 and held it in 2 quarters. The position peaked at $791K in Q1 2018. 51 funds tracked by Wall St. Rank hold BWZ as of Q3 2018.

Moloney Securities Asset Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Moloney Securities Asset Management sold 18,823 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2018, an estimated $589K.
Moloney Securities Asset Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2018 and held it in 2 quarters.
Moloney Securities Asset Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $791K in Q1 2018.
51 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2018.

Based on Moloney Securities Asset Management's 13F filing for Q3 2018, filed 24 Oct 2018.