Steward Partners Investment Advisory’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Steward Partners Investment Advisory’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
2019 Q3	–	Sell	-49	Closed	-$1K	–	2620
2019 Q2	$1K	Buy	+49	New	+$1.5K	﹤0.01%	2508
2018 Q4	–	Sell	-49	Closed	-$2K	–	945
2018 Q3	$2K	Hold	49	–	–	﹤0.01%	2346
2018 Q2	$2K	Hold	49	–	–	﹤0.01%	2199
2018 Q1	$1K	Sell	49 -164	-77%	-$5.4K	﹤0.01%	2112
2017 Q4	$6K	Buy	213 +49	+30%	+$1.56K	﹤0.01%	1457
2017 Q3	$5K	Hold	164	–	–	﹤0.01%	1279
2017 Q2	$5K	Hold	164	–	–	﹤0.01%	1207
2017 Q1	$4K	Hold	164	–	–	﹤0.01%	1165
2016 Q4	$4K	Buy	+164	New	+$4.98K	﹤0.01%	679

Other funds holding BWZ

PSUF

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

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

RRC

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's BWZ Position: Q3 2019 in Review

Steward Partners Investment Advisory sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2019, closing a stake of 49 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in BWZ in Q4 2016 and held it in 9 quarters. The position peaked at $6K in Q4 2017. 32 funds tracked by Wall St. Rank hold BWZ as of Q3 2019.

Steward Partners Investment Advisory reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 49 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2019, an estimated $1K.
Steward Partners Investment Advisory first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2016 and held it in 9 quarters.
Steward Partners Investment Advisory's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $6K in Q4 2017.
32 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2019, filed 30 Oct 2019.