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Nan Shan Life Insurance’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Nan Shan Life Insurance’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
Q3 		– Sell
-180,115
Closed -$4.98M – 84
2017
Q2 		$4.98M Hold
180,115
– – 0.13% 54
2017
Q1 		$4.8M Hold
180,115
– – 0.12% 64
2016
Q4 		$4.68M Buy
+180,115
New +$4.85M 0.18% 53

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Nan Shan Life Insurance's BWX Position: Q3 2017 in Review

Nan Shan Life Insurance sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2017, closing a stake of 180,115 shares — an estimated $4.98M sold.

Nan Shan Life Insurance first reported a position in BWX in Q4 2016 and held it in 3 quarters. The position peaked at $4.98M in Q2 2017. 158 funds tracked by Wall St. Rank hold BWX as of Q3 2017.

  • Nan Shan Life Insurance reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Nan Shan Life Insurance sold 180,115 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2017, an estimated $4.98M.
  • Nan Shan Life Insurance first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2016 and held it in 3 quarters.
  • Nan Shan Life Insurance's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4.98M in Q2 2017.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2017.

Based on Nan Shan Life Insurance's 13F filing for Q3 2017, filed 20 Jun 2018.