Raab & Moskowitz Asset Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Raab & Moskowitz Asset Management’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 Q4	–	Sell	-884	Closed	-$24K	–	203
2018 Q3	$24K	Buy	+884	New	+$24.4K	0.01%	327
2015 Q1	–	Sell	-238	Closed	-$7K	–	151
2014 Q4	$7K	Buy	+238	New	+$6.76K	﹤0.01%	366

Other funds holding BWX

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

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

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Raab & Moskowitz Asset Management's BWX Position: Q4 2018 in Review

Raab & Moskowitz Asset Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2018, closing a stake of 884 shares — an estimated $24K sold.

Raab & Moskowitz Asset Management first reported a position in BWX in Q4 2014 and held it in 2 quarters. The position peaked at $24K in Q3 2018. 165 funds tracked by Wall St. Rank hold BWX as of Q4 2018.

Raab & Moskowitz Asset Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 884 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2018, an estimated $24K.
Raab & Moskowitz Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2014 and held it in 2 quarters.
Raab & Moskowitz Asset Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $24K in Q3 2018.
165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2018.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.