TCI Wealth Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

TCI Wealth Advisors’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
2019 Q3	–	Sell	-5,892	Closed	-$170K	–	1503
2019 Q2	$170K	Hold	5,892	–	–	0.08%	159
2019 Q1	$164K	Buy	+5,892	New	+$164K	0.07%	177

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MFM

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

CCA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCI Wealth Advisors's BWX Position: Q3 2019 in Review

TCI Wealth Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2019, closing a stake of 5,892 shares — an estimated $170K sold.

TCI Wealth Advisors first reported a position in BWX in Q1 2019 and held it in 2 quarters. The position peaked at $170K in Q2 2019. 141 funds tracked by Wall St. Rank hold BWX as of Q3 2019.

TCI Wealth Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
TCI Wealth Advisors sold 5,892 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2019, an estimated $170K.
TCI Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2019 and held it in 2 quarters.
TCI Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $170K in Q2 2019.
141 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2019.

Based on TCI Wealth Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.