Sunnymeath Asset Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Sunnymeath Asset Management’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
2016 Q4	$2K	Buy	+80	New	+$2.15K	﹤0.01%	138
2016 Q3	–	Sell	-80	Closed	-$2K	–	122
2016 Q2	$2K	Hold	80	–	–	﹤0.01%	143
2016 Q1	$2K	Hold	80	–	–	﹤0.01%	137
2015 Q4	$2K	Buy	+80	New	+$2.08K	﹤0.01%	112

Other funds holding BWX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

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

Sunnymeath Asset Management's BWX Position: Q4 2016 in Review

Sunnymeath Asset Management opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2016: 80 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Sunnymeath Asset Management previously reported a position in BWX as recently as Q2 2016.

Sunnymeath Asset Management first reported a position in BWX in Q4 2015 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold BWX as of Q4 2016.

Sunnymeath Asset Management held 80 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $2K as of Q4 2016.
State Street SPDR Bloomberg International Treasury Bond ETF was a new Sunnymeath Asset Management position in Q4 2016.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Sunnymeath Asset Management's portfolio in Q4 2016, its #138 holding.
Sunnymeath Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2015 and has held it in 4 quarters since.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.