Simon Quick Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Simon Quick Advisors’s Portfolio BWZ Stock Details BWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-131	Closed	-$4K	–	458
2017 Q3	$4K	Hold	131	–	–	﹤0.01%	466
2017 Q2	$4K	Hold	131	–	–	﹤0.01%	263
2017 Q1	$4K	Buy	+131	New	+$3.92K	﹤0.01%	292

Other funds holding BWZ

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Simon Quick Advisors's BWZ Position: Q4 2017 in Review

Simon Quick Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2017, closing a stake of 131 shares — an estimated $4K sold.

Simon Quick Advisors first reported a position in BWZ in Q1 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2017. 39 funds tracked by Wall St. Rank hold BWZ as of Q4 2017.

Simon Quick Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
Simon Quick Advisors sold 131 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2017, an estimated $4K.
Simon Quick Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2017 and held it in 3 quarters.
Simon Quick Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $4K in Q3 2017.
39 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.