Quad-Cities Investment Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-70	Closed	-$2K	–	225
2019 Q3	$2K	Hold	70	–	–	﹤0.01%	765
2019 Q2	$2K	Hold	70	–	–	﹤0.01%	771
2019 Q1	$2K	Hold	70	–	–	﹤0.01%	761
2018 Q4	$2K	Buy	+70	New	+$1.9K	﹤0.01%	762

Other funds holding BWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Quad-Cities Investment Group's BWX Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2019, closing a stake of 70 shares — an estimated $2K sold.

Quad-Cities Investment Group first reported a position in BWX in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 146 funds tracked by Wall St. Rank hold BWX as of Q4 2019.

Quad-Cities Investment Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 70 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2019, an estimated $2K.
Quad-Cities Investment Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
Quad-Cities Investment Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2K in Q3 2019.
146 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.