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NWAM LLC’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

NWAM LLC’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
2015
Q2 		– Sell
-67,734
Closed -$1.8M – 252
2015
Q1 		$1.8M Buy
+67,734
New +$1.83M 0.77% 35

Other funds holding BWX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NWAM LLC's BWX Position: Q2 2015 in Review

NWAM LLC sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2015, closing a stake of 67,734 shares — an estimated $1.8M sold.

NWAM LLC first reported a position in BWX in Q1 2015 and held it in 1 quarter. The position peaked at $1.8M in Q1 2015. 142 funds tracked by Wall St. Rank hold BWX as of Q2 2015.

  • NWAM LLC reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2015 after selling out during the quarter.
  • NWAM LLC sold 67,734 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2015, an estimated $1.8M.
  • NWAM LLC first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2015 and held it in 1 quarter.
  • NWAM LLC's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $1.8M in Q1 2015.
  • 142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2015.

Based on NWAM LLC's 13F filing for Q2 2015, filed 15 Oct 2015.