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Sequoia Financial Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Sequoia Financial 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
2015
Q2 		– Sell
-17,092
Closed -$454K – 189
2015
Q1 		$454K Buy
+17,092
New +$461K 0.21% 94

Other funds holding BWX

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LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sequoia Financial Advisors's BWX Position: Q2 2015 in Review

Sequoia Financial Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2015, closing a stake of 17,092 shares — an estimated $454K sold.

Sequoia Financial Advisors first reported a position in BWX in Q1 2015 and held it in 1 quarter. The position peaked at $454K in Q1 2015. 142 funds tracked by Wall St. Rank hold BWX as of Q2 2015.

  • Sequoia Financial Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Sequoia Financial Advisors sold 17,092 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2015, an estimated $454K.
  • Sequoia Financial Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2015 and held it in 1 quarter.
  • Sequoia Financial Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $454K in Q1 2015.
  • 142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2015.

Based on Sequoia Financial Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.