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

Personal Capital 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
2020
Q2 		– Sell
-10,847
Closed -$6K – 366
2020
Q1 		$6K Buy
+10,847
New +$328K ﹤0.01% 342

Other funds holding BWZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Personal Capital Advisors's BWZ Position: Q2 2020 in Review

Personal Capital Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q2 2020, closing a stake of 10,847 shares — an estimated $6K sold.

Personal Capital Advisors first reported a position in BWZ in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 37 funds tracked by Wall St. Rank hold BWZ as of Q2 2020.

  • Personal Capital Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 10,847 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q2 2020, an estimated $6K.
  • Personal Capital Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2020 and held it in 1 quarter.
  • Personal Capital Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $6K in Q1 2020.
  • 37 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q2 2020.

Based on Personal Capital Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.