Parisi Gray Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Parisi Gray Wealth Management’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	–	Sell	-149	Closed	-$4K	–	578
2018 Q3	$4K	Hold	149	–	–	﹤0.01%	496
2018 Q2	$4K	Hold	149	–	–	﹤0.01%	506
2018 Q1	$4K	Hold	149	–	–	﹤0.01%	514
2017 Q4	$4K	Buy	+149	New	+$4.19K	﹤0.01%	561

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 $374B AUM 17.66% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 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 $1.5B AUM 16.09% 1-Year Est. Return

FIM

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

Parisi Gray Wealth Management's BWX Position: Q4 2018 in Review

Parisi Gray Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2018, closing a stake of 149 shares — an estimated $4K sold.

Parisi Gray Wealth Management first reported a position in BWX in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 165 funds tracked by Wall St. Rank hold BWX as of Q4 2018.

Parisi Gray Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Parisi Gray Wealth Management sold 149 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2018, an estimated $4K.
Parisi Gray Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and held it in 4 quarters.
Parisi Gray Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4K in Q3 2018.
165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.