MYCIO Wealth Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-805	Closed	-$23K	–	76
2019 Q4	$23K	Buy	805 +3	+0.4%	+$86	﹤0.01%	425
2019 Q3	$23K	Buy	802 +3	+0.4%	+$87	﹤0.01%	397
2019 Q2	$23K	Buy	+799	New	+$22.4K	﹤0.01%	367
2016 Q4	–	Sell	-11,012	Closed	-$318K	–	275
2016 Q3	$318K	Sell	11,012 -5,928	-35%	-$170K	0.05%	130
2016 Q2	$484K	Sell	16,940 -1,660	-9%	-$46.6K	0.08%	101
2016 Q1	$518K	Sell	18,600 -235,112	-93%	-$6.26M	0.09%	92
2015 Q4	$6.55M	Buy	253,712 +252,828	+28,600%	+$6.56M	1.17%	15
2015 Q3	$23K	Buy	+884	New	+$23K	﹤0.01%	417
2014 Q1	–	Sell	-59,608	Closed	-$1.72M	–	626
2013 Q4	$1.72M	Buy	59,608 +51,048	+596%	+$1.49M	0.43%	26
2013 Q3	$250K	Buy	8,560 +28	+0.3%	+$801	0.07%	109
2013 Q2	$240K	Buy	+8,532	New	+$249K	0.07%	110

Other funds holding BWX

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

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

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

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

PSUF

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

CCA

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

MFM

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

MYCIO Wealth Partners's BWX Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2020, closing a stake of 805 shares — an estimated $23K sold.

MYCIO Wealth Partners first reported a position in BWX in Q2 2013 and held it in 11 quarters. The position peaked at $6.55M in Q4 2015. 149 funds tracked by Wall St. Rank hold BWX as of Q1 2020.

MYCIO Wealth Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 805 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2020, an estimated $23K.
MYCIO Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 11 quarters.
MYCIO Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $6.55M in Q4 2015.
149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.