United Capital Financial Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

United Capital Financial Advisors’s Portfolio BWZ Stock Details BWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-34,289	Closed	-$1.05M	–	1358
2018 Q4	$1.05M	Sell	34,289 -923	-3%	-$28.4K	0.01%	706
2018 Q3	$1.1M	Sell	35,212 -378	-1%	-$11.8K	0.01%	756
2018 Q2	$1.11M	Sell	35,590 -1,351	-4%	-$43.4K	0.01%	740
2018 Q1	$1.22M	Sell	36,941 -9,388	-20%	-$309K	0.01%	724
2017 Q4	$1.49M	Buy	46,329 +546	+1%	+$17.4K	0.01%	673
2017 Q3	$1.46M	Buy	+45,783	New	+$1.47M	0.01%	659

Other funds holding BWZ

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

WCM

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

United Capital Financial Advisors's BWZ Position: Q1 2019 in Review

United Capital Financial Advisors sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2019, closing a stake of 34,289 shares — an estimated $1.05M sold.

United Capital Financial Advisors first reported a position in BWZ in Q3 2017 and held it in 6 quarters. The position peaked at $1.49M in Q4 2017. 49 funds tracked by Wall St. Rank hold BWZ as of Q1 2019.

United Capital Financial Advisors reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 34,289 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2019, an estimated $1.05M.
United Capital Financial Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q3 2017 and held it in 6 quarters.
United Capital Financial Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $1.49M in Q4 2017.
49 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.