Resource Planning Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Resource Planning 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 Q1	–	Sell	-7,822	Closed	-$216K	–	50
2018 Q4	$216K	Sell	7,822 -1,149	-13%	-$31.2K	0.16%	43
2018 Q3	$246K	Buy	+8,971	New	+$248K	0.19%	36

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CCA

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

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

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

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

Resource Planning Group's BWX Position: Q1 2019 in Review

Resource Planning Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2019, closing a stake of 7,822 shares — an estimated $216K sold.

Resource Planning Group first reported a position in BWX in Q3 2018 and held it in 2 quarters. The position peaked at $246K in Q3 2018. 158 funds tracked by Wall St. Rank hold BWX as of Q1 2019.

Resource Planning Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
Resource Planning Group sold 7,822 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2019, an estimated $216K.
Resource Planning Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2018 and held it in 2 quarters.
Resource Planning Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $246K in Q3 2018.
158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2019.

Based on Resource Planning Group's 13F filing for Q1 2019, filed 16 May 2019.