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US Financial Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

US Financial 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
2015
Q1 		– Sell
-488
Closed -$14K – 367
2014
Q4 		$14K Buy
+488
New +$13.9K 0.01% 218

Other funds holding BWX

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

US Financial Advisors's BWX Position: Q1 2015 in Review

US Financial Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2015, closing a stake of 488 shares — an estimated $14K sold.

US Financial Advisors first reported a position in BWX in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 145 funds tracked by Wall St. Rank hold BWX as of Q1 2015.

  • US Financial Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • US Financial Advisors sold 488 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2015, an estimated $14K.
  • US Financial Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2014 and held it in 1 quarter.
  • US Financial Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $14K in Q4 2014.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2015.

Based on US Financial Advisors's 13F filing for Q1 2015, filed 1 May 2015.