TD Capital Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

TD Capital 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
2019 Q4	–	Sell	-24	Closed	-$1K	–	257
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	246
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	236
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	201
2018 Q4	$1K	Hold	24	–	–	﹤0.01%	197
2018 Q3	$1K	Hold	24	–	–	﹤0.01%	180
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	170
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	175
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	173
2017 Q3	$1K	Buy	+24	New	+$679	﹤0.01%	237
2017 Q1	–	Sell	-1,364	Closed	-$35K	–	172
2016 Q4	$35K	Buy	+1,364	New	+$36.7K	0.01%	80

Other funds holding BWX

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

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

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

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

MFM

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

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

TD Capital Management's BWX Position: Q4 2019 in Review

TD Capital Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2019, closing a stake of 24 shares — an estimated $1K sold.

TD Capital Management first reported a position in BWX in Q4 2016 and held it in 10 quarters. The position peaked at $35K in Q4 2016. 146 funds tracked by Wall St. Rank hold BWX as of Q4 2019.

TD Capital Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
TD Capital Management sold 24 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2019, an estimated $1K.
TD Capital Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2016 and held it in 10 quarters.
TD Capital Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $35K in Q4 2016.
146 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2019.

Based on TD Capital Management's 13F filing for Q4 2019, filed 5 Feb 2020.