Pinnacle Family Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Pinnacle Family Advisors’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 Q3	–	Sell	-314,539	Closed	-$8.73M	–	63
2018 Q2	$8.73M	Buy	314,539 +204,963	+187%	+$5.82M	4.64%	10
2018 Q1	$3.23M	Sell	109,576 -2,826	-3%	-$82.2K	1.85%	16
2017 Q4	$3.2M	Buy	112,402 +210	+0.2%	+$5.91K	1.47%	26
2017 Q3	$3.15M	Buy	112,192 +14,949	+15%	+$423K	1.48%	20
2017 Q2	$2.69M	Buy	+97,243	New	+$2.65M	1.5%	19

Other funds holding BWX

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Family Advisors's BWX Position: Q3 2018 in Review

Pinnacle Family Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2018, closing a stake of 314,539 shares — an estimated $8.73M sold.

Pinnacle Family Advisors first reported a position in BWX in Q2 2017 and held it in 5 quarters. The position peaked at $8.73M in Q2 2018. 167 funds tracked by Wall St. Rank hold BWX as of Q3 2018.

Pinnacle Family Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Pinnacle Family Advisors sold 314,539 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2018, an estimated $8.73M.
Pinnacle Family Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2017 and held it in 5 quarters.
Pinnacle Family Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $8.73M in Q2 2018.
167 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2018.

Based on Pinnacle Family Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.