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Stifel Nicolaus & Co’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$3.09M Buy
105,848
+74,094
+233% +$2.12M 0.05% 352
2013
Q2 		$894K Buy
+31,754
New +$926K 0.02% 667

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Stifel Nicolaus & Co's BWX Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 233% in Q3 2013, buying an estimated $2.12M and bringing the position to 105,848 shares worth $3.09M. The position accounts for 0.05% of the portfolio, ranked #352.

Stifel Nicolaus & Co first reported a position in BWX in Q2 2013 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold BWX as of Q3 2013.

  • Stifel Nicolaus & Co held 105,848 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $3.09M as of Q3 2013.
  • Stifel Nicolaus & Co bought 74,094 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2013, an estimated $2.12M.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #352 holding.
  • Stifel Nicolaus & Co first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.