Piershale Financial Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Piershale Financial Group’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 Q1	–	Sell	-148,483	Closed	-$4.22M	–	23
2017 Q4	$4.22M	Sell	148,483 -108,675	-42%	-$3.06M	2.17%	11
2017 Q3	$7.22M	Buy	+257,158	New	+$7.27M	4.09%	13
2016 Q2	–	Sell	-1,120,862	Closed	-$31.2M	–	144
2016 Q1	$31.2M	Buy	+1,120,862	New	+$29.8M	18.42%	1
2014 Q1	–	Sell	-204	Closed	-$6K	–	146
2013 Q4	$6K	Sell	204 -325,580	-100%	-$9.5M	0.01%	80
2013 Q3	$9.51M	Buy	+325,784	New	+$9.32M	8.61%	1

Other funds holding BWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

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

Piershale Financial Group's BWX Position: Q1 2018 in Review

Piershale Financial Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2018, closing a stake of 148,483 shares — an estimated $4.22M sold.

Piershale Financial Group first reported a position in BWX in Q3 2013 and held it in 5 quarters. The position peaked at $31.2M in Q1 2016. 193 funds tracked by Wall St. Rank hold BWX as of Q1 2018.

Piershale Financial Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
Piershale Financial Group sold 148,483 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2018, an estimated $4.22M.
Piershale Financial Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2013 and held it in 5 quarters.
Piershale Financial Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $31.2M in Q1 2016.
193 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2018.

Based on Piershale Financial Group's 13F filing for Q1 2018, filed 27 Apr 2018.