Smith & Howard Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Smith & Howard Wealth Management’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
2014 Q1	–	Sell	-190	Closed	-$5K	–	59
2013 Q4	$5K	Hold	190	–	–	﹤0.01%	216
2013 Q3	$6K	Hold	190	–	–	﹤0.01%	216
2013 Q2	$5K	Buy	+190	New	+$5.54K	﹤0.01%	197

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

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

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

CSIA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Smith & Howard Wealth Management's BWX Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2014, closing a stake of 190 shares — an estimated $5K sold.

Smith & Howard Wealth Management first reported a position in BWX in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q3 2013. 138 funds tracked by Wall St. Rank hold BWX as of Q1 2014.

Smith & Howard Wealth Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
Smith & Howard Wealth Management sold 190 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2014, an estimated $5K.
Smith & Howard Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 3 quarters.
Smith & Howard Wealth Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $6K in Q3 2013.
138 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.