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Palladium Partners’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Palladium Partners’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
2013
Q3 		– Sell
-3,269
Closed -$114K – 565
2013
Q2 		$114K Buy
+3,269
New +$115K 0.01% 284

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FA
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LG
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EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
AssetMark Inc
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Palladium Partners's BWZ Position: Q3 2013 in Review

Palladium Partners sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2013, closing a stake of 3,269 shares — an estimated $114K sold.

Palladium Partners first reported a position in BWZ in Q2 2013 and held it in 1 quarter. The position peaked at $114K in Q2 2013. 28 funds tracked by Wall St. Rank hold BWZ as of Q3 2013.

  • Palladium Partners reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Palladium Partners sold 3,269 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2013, an estimated $114K.
  • Palladium Partners first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Palladium Partners's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $114K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2013.

Based on Palladium Partners's 13F filing for Q3 2013, filed 24 Oct 2013.