Tarbox Family Office’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Tarbox Family Office’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
2017 Q4	–	Sell	-3,063	Closed	-$86K	–	604
2017 Q3	$86K	Buy	3,063 +3	+0.1%	+$85	0.04%	127
2017 Q2	$85K	Hold	3,060	–	–	0.04%	114
2017 Q1	$82K	Hold	3,060	–	–	0.04%	104
2016 Q4	$79K	Hold	3,060	–	–	0.05%	87
2016 Q3	$88K	Hold	3,060	–	–	0.06%	80
2016 Q2	$87K	Buy	+3,060	New	+$85.8K	0.06%	78

Other funds holding BWX

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

FIM

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

Tarbox Family Office's BWX Position: Q4 2017 in Review

Tarbox Family Office sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2017, closing a stake of 3,063 shares — an estimated $86K sold.

Tarbox Family Office first reported a position in BWX in Q2 2016 and held it in 6 quarters. The position peaked at $88K in Q3 2016. 183 funds tracked by Wall St. Rank hold BWX as of Q4 2017.

Tarbox Family Office reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
Tarbox Family Office sold 3,063 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2017, an estimated $86K.
Tarbox Family Office first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2016 and held it in 6 quarters.
Tarbox Family Office's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $88K in Q3 2016.
183 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2017.

Based on Tarbox Family Office's 13F filing for Q4 2017, filed 29 Jan 2018.