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

Opes 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
2018 Q4	$11.9M	Buy	430,582 +357,689	+491%	+$9.7M	8.49%	3
2018 Q3	$2M	Buy	72,893 +5,143	+8%	+$142K	1.46%	18
2018 Q2	$1.88M	Buy	67,750 +6,364	+10%	+$181K	1.38%	20
2018 Q1	$1.81M	Buy	61,386 +938	+2%	+$27.3K	1.46%	18
2017 Q4	$1.72M	Buy	60,448 +1,327	+2%	+$37.3K	1.22%	19
2017 Q3	$1.66M	Buy	59,121 +1,923	+3%	+$54.4K	1.06%	24
2017 Q2	$1.61M	Buy	57,198 +4,052	+8%	+$110K	1%	24
2017 Q1	$1.42M	Buy	53,146 +7,861	+17%	+$206K	1%	24
2016 Q4	$1.18M	Buy	+45,285	New	+$1.22M	1.21%	21

Other funds holding BWX

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

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

MFM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Opes Advisors's BWX Position: Q4 2018 in Review

Opes Advisors increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 491% in Q4 2018, buying an estimated $9.7M and bringing the position to 430,582 shares worth $11.9M. The position accounts for 8.49% of the portfolio, ranked #3.

Opes Advisors first reported a position in BWX in Q4 2016 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold BWX as of Q4 2018.

Opes Advisors held 430,582 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $11.9M as of Q4 2018.
Opes Advisors bought 357,689 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2018, an estimated $9.7M.
State Street SPDR Bloomberg International Treasury Bond ETF made up 8.49% of Opes Advisors's portfolio in Q4 2018, its #3 holding.
Opes Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2016 and has held it in 9 quarters since.
165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.