OneDigital Investment Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

OneDigital Investment Advisors’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
2019 Q4	–	Sell	-8,308	Closed	-$238K	–	605
2019 Q3	$238K	Sell	8,308 -10,926	-57%	-$315K	0.02%	441
2019 Q2	$556K	Buy	19,234 +13,802	+254%	+$386K	0.04%	230
2019 Q1	$151K	Buy	5,432 +4,524	+498%	+$126K	0.02%	314
2018 Q4	$25K	Buy	+908	New	+$24.6K	﹤0.01%	626
2018 Q3	–	Sell	-476	Closed	-$13K	–	1056
2018 Q2	$13K	Hold	476	–	–	﹤0.01%	959
2018 Q1	$14K	Buy	+476	New	+$13.8K	﹤0.01%	940

Other funds holding BWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

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

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

MFM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OneDigital Investment Advisors's BWX Position: Q4 2019 in Review

OneDigital Investment Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2019, closing a stake of 8,308 shares — an estimated $238K sold.

OneDigital Investment Advisors first reported a position in BWX in Q1 2018 and held it in 6 quarters. The position peaked at $556K in Q2 2019. 146 funds tracked by Wall St. Rank hold BWX as of Q4 2019.

OneDigital Investment Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 8,308 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2019, an estimated $238K.
OneDigital Investment Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2018 and held it in 6 quarters.
OneDigital Investment Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $556K in Q2 2019.
146 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2019.

Based on OneDigital Investment Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.