San Francisco Sentry Investment Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

San Francisco Sentry Investment Group’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
2013 Q3	–	Sell	-74	Closed	-$2K	–	649
2013 Q2	$2K	Buy	+74	New	+$2.16K	﹤0.01%	614

Other funds holding BWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

San Francisco Sentry Investment Group's BWX Position: Q3 2013 in Review

San Francisco Sentry Investment Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2013, closing a stake of 74 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in BWX in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 134 funds tracked by Wall St. Rank hold BWX as of Q3 2013.

San Francisco Sentry Investment Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
San Francisco Sentry Investment Group sold 74 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2013, an estimated $2K.
San Francisco Sentry Investment Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
San Francisco Sentry Investment Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $2K in Q2 2013.
134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2013.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2013, filed 12 Nov 2013.