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Robert N. Shapiro’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Robert N. Shapiro’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
Q3 		– Sell
-2,500
Closed -$87K – 1001
2013
Q2 		$87K Buy
+2,500
New +$88.2K 0.02% 424

Other funds holding BWZ

GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Robert N. Shapiro's BWZ Position: Q3 2013 in Review

Robert N. Shapiro sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2013, closing a stake of 2,500 shares — an estimated $87K sold.

Robert N. Shapiro first reported a position in BWZ in Q2 2013 and held it in 1 quarter. The position peaked at $87K in Q2 2013. 28 funds tracked by Wall St. Rank hold BWZ as of Q3 2013.

  • Robert N. Shapiro reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 2,500 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2013, an estimated $87K.
  • Robert N. Shapiro first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Robert N. Shapiro's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $87K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2013.

Based on Robert N. Shapiro's 13F filing for Q3 2013, filed 19 Nov 2013.