NewSquare Capital’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

NewSquare Capital’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 Q4	–	Sell	-515	Closed	-$16K	–	324
2018 Q3	$16K	Hold	515	–	–	﹤0.01%	218
2018 Q2	$16K	Buy	+515	New	+$16.5K	﹤0.01%	220

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

CMP

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

NewSquare Capital's BWZ Position: Q4 2018 in Review

NewSquare Capital sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2018, closing a stake of 515 shares — an estimated $16K sold.

NewSquare Capital first reported a position in BWZ in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 48 funds tracked by Wall St. Rank hold BWZ as of Q4 2018.

NewSquare Capital reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
NewSquare Capital sold 515 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2018, an estimated $16K.
NewSquare Capital first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2018 and held it in 2 quarters.
NewSquare Capital's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $16K in Q3 2018.
48 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2018.

Based on NewSquare Capital's 13F filing for Q4 2018, filed 22 Jan 2019.