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St. Johns Investment Management’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

St. Johns Investment Management’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
-1,415
Closed -$45K – 164
2017
Q3 		$45K Hold
1,415
– – 0.03% 119
2017
Q2 		$44K Buy
1,415
+565
+66% +$17.4K 0.03% 107
2017
Q1 		$26K Buy
+850
New +$25.5K 0.02% 107

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LG
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
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

St. Johns Investment Management's BWZ Position: Q4 2017 in Review

St. Johns Investment Management sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2017, closing a stake of 1,415 shares — an estimated $45K sold.

St. Johns Investment Management first reported a position in BWZ in Q1 2017 and held it in 3 quarters. The position peaked at $45K in Q3 2017. 39 funds tracked by Wall St. Rank hold BWZ as of Q4 2017.

  • St. Johns Investment Management reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • St. Johns Investment Management sold 1,415 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2017, an estimated $45K.
  • St. Johns Investment Management first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2017 and held it in 3 quarters.
  • St. Johns Investment Management's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $45K 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 St. Johns Investment Management's 13F filing for Q4 2017, filed 16 Jan 2018.