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

V 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
2017
Q3 		– Sell
-648
Closed -$18K – 258
2017
Q2 		$18K Buy
+648
New +$17.6K 0.01% 473

Other funds holding BWX

Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

V Wealth Advisors's BWX Position: Q3 2017 in Review

V Wealth Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2017, closing a stake of 648 shares — an estimated $18K sold.

V Wealth Advisors first reported a position in BWX in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 158 funds tracked by Wall St. Rank hold BWX as of Q3 2017.

  • V Wealth Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 648 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2017, an estimated $18K.
  • V Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $18K in Q2 2017.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.