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Stratford Consulting’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Stratford Consulting’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 		– Sell
-108,608
Closed -$3.06M – 54
2013
Q2 		$3.06M Buy
+108,608
New +$3.17M 1.88% 14

Other funds holding BWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 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 $445B AUM 25.58% 1-Year Est. Return

Stratford Consulting's BWX Position: Q3 2013 in Review

Stratford Consulting sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2013, closing a stake of 108,608 shares — an estimated $3.06M sold.

Stratford Consulting first reported a position in BWX in Q2 2013 and held it in 1 quarter. The position peaked at $3.06M in Q2 2013. 134 funds tracked by Wall St. Rank hold BWX as of Q3 2013.

  • Stratford Consulting reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Stratford Consulting sold 108,608 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2013, an estimated $3.06M.
  • Stratford Consulting first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Stratford Consulting's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $3.06M in Q2 2013.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2013.

Based on Stratford Consulting's 13F filing for Q3 2013, filed 16 Oct 2013.