Stifel Financial’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Stifel Financial’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
2018 Q4	–	Sell	-11,412	Closed	-$356K	–	2681
2018 Q3	$356K	Sell	11,412 -1,527	-12%	-$47.7K	﹤0.01%	2258
2018 Q2	$407K	Buy	+12,939	New	+$415K	﹤0.01%	2127

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

RRC

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

CMP

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

Stifel Financial's BWZ Position: Q4 2018 in Review

Stifel Financial sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q4 2018, closing a stake of 11,412 shares — an estimated $356K sold.

Stifel Financial first reported a position in BWZ in Q2 2018 and held it in 2 quarters. The position peaked at $407K in Q2 2018. 48 funds tracked by Wall St. Rank hold BWZ as of Q4 2018.

Stifel Financial reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Stifel Financial sold 11,412 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q4 2018, an estimated $356K.
Stifel Financial first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2018 and held it in 2 quarters.
Stifel Financial's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $407K in Q2 2018.
48 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q4 2018.

Based on Stifel Financial's 13F filing for Q4 2018, filed 13 Feb 2019.