NSB
SCHR

Norway Savings Bank’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Norway Savings Bank’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,000
Closed -$53K – 262
2017
Q4 		$53K Hold
2,000
– – 0.05% 163
2017
Q3 		$54K Sell
2,000
-264
-12% -$7.15K 0.05% 165
2017
Q2 		$61K Buy
+2,264
New +$61.2K 0.06% 156

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MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Norway Savings Bank's SCHR Position: Q1 2018 in Review

Norway Savings Bank sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2018, closing a stake of 2,000 shares — an estimated $53K sold.

Norway Savings Bank first reported a position in SCHR in Q2 2017 and held it in 3 quarters. The position peaked at $61K in Q2 2017. 133 funds tracked by Wall St. Rank hold SCHR as of Q1 2018.

  • Norway Savings Bank reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2018 after selling out during the quarter.
  • Norway Savings Bank sold 2,000 Schwab Intermediately-Term US Treasury ETF shares in Q1 2018, an estimated $53K.
  • Norway Savings Bank first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2017 and held it in 3 quarters.
  • Norway Savings Bank's Schwab Intermediately-Term US Treasury ETF position peaked at $61K in Q2 2017.
  • 133 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2018.

Based on Norway Savings Bank's 13F filing for Q1 2018, filed 10 Apr 2018.