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Next Financial Group’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Next Financial Group’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
2015
Q1 		– Sell
-1,156
Closed -$37K – 1847
2014
Q4 		$37K Hold
1,156
– – 0.01% 755
2014
Q3 		$39K Buy
+1,156
New +$41.1K 0.01% 1066

Other funds holding BWZ

GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Next Financial Group's BWZ Position: Q1 2015 in Review

Next Financial Group sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2015, closing a stake of 1,156 shares — an estimated $37K sold.

Next Financial Group first reported a position in BWZ in Q3 2014 and held it in 2 quarters. The position peaked at $39K in Q3 2014. 40 funds tracked by Wall St. Rank hold BWZ as of Q1 2015.

  • Next Financial Group reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Next Financial Group sold 1,156 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2015, an estimated $37K.
  • Next Financial Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $39K in Q3 2014.
  • 40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2015.

Based on Next Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.