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Optimum Investment Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Optimum Investment Advisors’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 		$18K Buy
+600
New +$18.6K 0.01% 705

Other funds holding BWZ

GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Optimum Investment Advisors's BWZ Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2015: 600 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings.

40 funds tracked by Wall St. Rank hold BWZ as of Q1 2015.

  • Optimum Investment Advisors held 600 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $18K as of Q1 2015.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF was a new Optimum Investment Advisors position in Q1 2015.
  • State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #705 holding.
  • 40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.