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Ropes Wealth Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Ropes Wealth Advisors’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
Q1 		– Sell
-822
Closed -$23K – 612
2017
Q4 		$23K Buy
+822
New +$23.1K 0.01% 420

Other funds holding BWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Ropes Wealth Advisors's BWX Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2018, closing a stake of 822 shares — an estimated $23K sold.

Ropes Wealth Advisors first reported a position in BWX in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 193 funds tracked by Wall St. Rank hold BWX as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 822 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2018, an estimated $23K.
  • Ropes Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $23K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.