National Planning Corporation’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

National Planning Corporation’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 Q4	–	Sell	-11,446	Closed	-$322K	–	114
2017 Q3	$322K	Sell	11,446 -86,576	-88%	-$2.45M	0.03%	510
2017 Q2	$2.69M	Sell	98,022 -39,305	-29%	-$1.07M	0.2%	115
2017 Q1	$3.67M	Buy	137,327 +78,903	+135%	+$2.07M	0.28%	75
2016 Q4	$1.54M	Sell	58,424 -11,356	-16%	-$306K	0.12%	179
2016 Q3	$1.94M	Buy	69,780 +5,428	+8%	+$156K	0.15%	141
2016 Q2	$1.86M	Sell	64,352 -5,982	-9%	-$168K	0.14%	151
2016 Q1	$1.98M	Sell	70,334 -133,740	-66%	-$3.56M	0.17%	131
2015 Q4	$5.42M	Buy	+204,074	New	+$5.29M	0.44%	48
2015 Q1	–	Sell	-6,202	Closed	-$171K	–	830
2014 Q4	$171K	Buy	+6,202	New	+$176K	0.01%	723
2014 Q3	–	Sell	-8,528	Closed	-$259K	–	757
2014 Q2	$259K	Sell	8,528 -794	-9%	-$23.8K	0.02%	598
2014 Q1	$275K	Sell	9,322 -23,682	-72%	-$693K	0.02%	563
2013 Q4	$953K	Buy	33,004 +22,310	+209%	+$651K	0.09%	237
2013 Q3	$311K	Buy	10,694 +508	+5%	+$14.5K	0.03%	481
2013 Q2	$286K	Buy	+10,186	New	+$297K	0.04%	396

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

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

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

MFM

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

FIM

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

National Planning Corporation's BWX Position: Q4 2017 in Review

National Planning Corporation sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2017, closing a stake of 11,446 shares — an estimated $322K sold.

National Planning Corporation first reported a position in BWX in Q2 2013 and held it in 14 quarters. The position peaked at $5.42M in Q4 2015. 183 funds tracked by Wall St. Rank hold BWX as of Q4 2017.

National Planning Corporation reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 11,446 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2017, an estimated $322K.
National Planning Corporation first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 14 quarters.
National Planning Corporation's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5.42M in Q4 2015.
183 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.