SevenBridge Financial Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-156	Closed	-$5K	–	198
2019 Q2	$5K	Hold	156	–	–	﹤0.01%	517
2019 Q1	$4K	Hold	156	–	–	﹤0.01%	505
2018 Q4	$4K	Hold	156	–	–	﹤0.01%	465
2018 Q3	$4K	Hold	156	–	–	﹤0.01%	500
2018 Q2	$4K	Hold	156	–	–	﹤0.01%	506
2018 Q1	$5K	Hold	156	–	–	﹤0.01%	494
2017 Q4	$4K	Hold	156	–	–	﹤0.01%	527
2017 Q3	$4K	Hold	156	–	–	﹤0.01%	528
2017 Q2	$4K	Hold	156	–	–	﹤0.01%	537
2017 Q1	$4K	Hold	156	–	–	﹤0.01%	524
2016 Q4	$4K	Hold	156	–	–	﹤0.01%	534
2016 Q3	$4K	Hold	156	–	–	﹤0.01%	523
2016 Q2	$4K	Buy	+156	New	+$4.38K	﹤0.01%	616

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

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

CSIA

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SevenBridge Financial Group's BWX Position: Q3 2019 in Review

SevenBridge Financial Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2019, closing a stake of 156 shares — an estimated $5K sold.

SevenBridge Financial Group first reported a position in BWX in Q2 2016 and held it in 13 quarters. The position peaked at $5K in Q2 2019. 141 funds tracked by Wall St. Rank hold BWX as of Q3 2019.

SevenBridge Financial Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 156 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2019, an estimated $5K.
SevenBridge Financial Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5K in Q2 2019.
141 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.