Stratos Wealth Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-2,360	Closed	-$65K	–	1023
2018 Q3	$65K	Sell	2,360 -24,195	-91%	-$668K	﹤0.01%	1334
2018 Q2	$737K	Buy	26,555 +10,377	+64%	+$295K	0.03%	438
2018 Q1	$477K	Sell	16,178 -194	-1%	-$5.64K	0.02%	566
2017 Q4	$465K	Buy	16,372 +4,895	+43%	+$138K	0.02%	533
2017 Q3	$322K	Buy	11,477 +2,272	+25%	+$64.2K	0.02%	655
2017 Q2	$254K	Buy	+9,205	New	+$251K	0.01%	697
2016 Q2	–	Sell	-10,894	Closed	-$304K	–	630
2016 Q1	$304K	Buy	+10,894	New	+$290K	0.03%	409
2015 Q4	–	Sell	-12,526	Closed	-$326K	–	589
2015 Q3	$326K	Buy	+12,526	New	+$326K	0.04%	354
2015 Q2	–	Sell	-7,574	Closed	-$202K	–	532
2015 Q1	$202K	Sell	7,574 -122	-2%	-$3.29K	0.02%	557
2014 Q4	$213K	Buy	+7,696	New	+$218K	0.04%	434

Other funds holding BWX

PSUF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Stratos Wealth Partners's BWX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2018, closing a stake of 2,360 shares — an estimated $65K sold.

Stratos Wealth Partners first reported a position in BWX in Q4 2014 and held it in 10 quarters. The position peaked at $737K in Q2 2018. 165 funds tracked by Wall St. Rank hold BWX as of Q4 2018.

Stratos Wealth Partners reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 2,360 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2018, an estimated $65K.
Stratos Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2014 and held it in 10 quarters.
Stratos Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $737K in Q2 2018.
165 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.