Ronald Blue & Co’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Ronald Blue & Co’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
2017 Q2	$378K	Hold	13,672	–	–	0.01%	140
2017 Q1	$364K	Hold	13,672	–	–	0.01%	138
2016 Q4	$355K	Hold	13,672	–	–	0.01%	135
2016 Q3	$394K	Hold	13,672	–	–	0.02%	118
2016 Q2	$391K	Sell	13,672 -460	-3%	-$12.9K	0.02%	127
2016 Q1	$394K	Hold	14,132	–	–	0.02%	112
2015 Q4	$365K	Buy	+14,132	New	+$367K	0.02%	114

Other funds holding BWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

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

Ronald Blue & Co's BWX Position: Q2 2017 in Review

Ronald Blue & Co held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q2 2017 at 13,672 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #140.

Ronald Blue & Co first reported a position in BWX in Q4 2015 and has held it in 7 quarters since. The position peaked at $394K in Q3 2016. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2017.

Ronald Blue & Co held 13,672 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $378K as of Q2 2017.
Ronald Blue & Co left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q2 2017.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #140 holding.
Ronald Blue & Co first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2015 and has held it in 7 quarters since.
Ronald Blue & Co's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $394K in Q3 2016.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.