MPS Loria Financial Planners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

MPS Loria Financial Planners’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
2019 Q2	–	Sell	-14,507	Closed	-$405K	–	72
2019 Q1	$405K	Sell	14,507 -2,952	-17%	-$82K	0.27%	36
2018 Q4	$482K	Sell	17,459 -210	-1%	-$5.7K	0.35%	33
2018 Q3	$483K	Buy	17,669 +358	+2%	+$9.89K	0.3%	34
2018 Q2	$480K	Buy	17,311 +683	+4%	+$19.4K	0.48%	32
2018 Q1	$491K	Buy	16,628 +3,807	+30%	+$111K	0.35%	31
2017 Q4	$364K	Sell	12,821 -359	-3%	-$10.1K	0.25%	47
2017 Q3	$370K	Buy	13,180 +166	+1%	+$4.69K	0.26%	42
2017 Q2	$368K	Buy	+13,014	New	+$354K	0.25%	47

Other funds holding BWX

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

MPS Loria Financial Planners's BWX Position: Q2 2019 in Review

MPS Loria Financial Planners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2019, closing a stake of 14,507 shares — an estimated $405K sold.

MPS Loria Financial Planners first reported a position in BWX in Q2 2017 and held it in 8 quarters. The position peaked at $491K in Q1 2018. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2019.

MPS Loria Financial Planners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
MPS Loria Financial Planners sold 14,507 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2019, an estimated $405K.
MPS Loria Financial Planners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2017 and held it in 8 quarters.
MPS Loria Financial Planners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $491K in Q1 2018.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2019.

Based on MPS Loria Financial Planners's 13F filing for Q2 2019, filed 31 Jul 2019.