Summit Securities Group’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Summit Securities Group’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
2015 Q1	–	Sell	-142	Closed	-$4K	–	405
2014 Q4	$4K	Buy	+142	New	+$4.03K	﹤0.01%	505
2014 Q1	–	Sell	-10	Closed	–	–	417
2013 Q4	$0	Buy	+10	New	+$292	﹤0.01%	521

Other funds holding BWX

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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 $26.7B AUM 36.4% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Summit Securities Group's BWX Position: Q1 2015 in Review

Summit Securities Group sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2015, closing a stake of 142 shares — an estimated $4K sold.

Summit Securities Group first reported a position in BWX in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2014. 145 funds tracked by Wall St. Rank hold BWX as of Q1 2015.

Summit Securities Group reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
Summit Securities Group sold 142 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2015, an estimated $4K.
Summit Securities Group first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2013 and held it in 2 quarters.
Summit Securities Group's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4K in Q4 2014.
145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2015.

Based on Summit Securities Group's 13F filing for Q1 2015, filed 22 Apr 2015.