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Veritable’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

Veritable’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
2014
Q1 		– Sell
-2,962
Closed -$106K – 915
2013
Q4 		$106K Buy
+2,962
New +$107K ﹤0.01% 899

Other funds holding BWZ

GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
FA
FCG Advisors Chatham, New Jersey $425M AUM 12.09% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Veritable's BWZ Position: Q1 2014 in Review

Veritable sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q1 2014, closing a stake of 2,962 shares — an estimated $106K sold.

Veritable first reported a position in BWZ in Q4 2013 and held it in 1 quarter. The position peaked at $106K in Q4 2013. 32 funds tracked by Wall St. Rank hold BWZ as of Q1 2014.

  • Veritable reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Veritable sold 2,962 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2014, an estimated $106K.
  • Veritable first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2013 and held it in 1 quarter.
  • Veritable's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $106K in Q4 2013.
  • 32 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.