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Sage Advisory Services’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Sage Advisory Services’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
Q3 		– Sell
-965,217
Closed -$26.6M – 46
2017
Q2 		$26.6M Buy
+965,217
New +$26.3M 3.09% 11

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PSUF
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sage Advisory Services's BWX Position: Q3 2017 in Review

Sage Advisory Services sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2017, closing a stake of 965,217 shares — an estimated $26.6M sold.

Sage Advisory Services first reported a position in BWX in Q2 2017 and held it in 1 quarter. The position peaked at $26.6M in Q2 2017. 158 funds tracked by Wall St. Rank hold BWX as of Q3 2017.

  • Sage Advisory Services reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Sage Advisory Services sold 965,217 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2017, an estimated $26.6M.
  • Sage Advisory Services first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2017 and held it in 1 quarter.
  • Sage Advisory Services's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $26.6M in Q2 2017.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2017.

Based on Sage Advisory Services's 13F filing for Q3 2017, filed 6 Nov 2017.