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Retirement Planning Group (Kansas)’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Retirement Planning Group (Kansas)’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
2013
Q4 		– Sell
-9,645
Closed -$348K – 74
2013
Q3 		$348K Sell
9,645
-96,694
-91% -$3.42M 0.13% 62
2013
Q2 		$3.7M Buy
+106,339
New +$3.75M 1.52% 17

Other funds holding BWZ

GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
FA
FCG Advisors Chatham, New Jersey $425M AUM 12.09% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BWZ Position: Q4 2013 in Review

Retirement Planning Group (Kansas) sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2013, closing a stake of 9,645 shares — an estimated $348K sold.

Retirement Planning Group (Kansas) first reported a position in BWZ in Q2 2013 and held it in 2 quarters. The position peaked at $3.7M in Q2 2013. 34 funds tracked by Wall St. Rank hold BWZ as of Q4 2013.

  • Retirement Planning Group (Kansas) reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 9,645 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2013, an estimated $348K.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • Retirement Planning Group (Kansas)'s State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $3.7M in Q2 2013.
  • 34 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2013.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2013, filed 30 Jan 2014.