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

Private Capital Group’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
2019 Q4	–	Sell	-1,042	Closed	-$32K	–	1996
2019 Q3	$32K	Buy	+1,042	New	+$31.9K	0.01%	971

Other funds holding BWZ

PSUF

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

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Private Capital Group's BWZ Position: Q4 2019 in Review

Private Capital Group sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2019, closing a stake of 1,042 shares — an estimated $32K sold.

Private Capital Group first reported a position in BWZ in Q3 2019 and held it in 1 quarter. The position peaked at $32K in Q3 2019. 40 funds tracked by Wall St. Rank hold BWZ as of Q4 2019.

Private Capital Group reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 1,042 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2019, an estimated $32K.
Private Capital Group first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
Private Capital Group's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $32K in Q3 2019.
40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.