Verus Capital Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Verus Capital Partners’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
2020 Q1	$12K	Sell	434 -484	-53%	-$13.8K	﹤0.01%	940
2019 Q4	$26K	Buy	+918	New	+$26.3K	0.01%	794

Other funds holding BWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

PSUF

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

MFM

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Verus Capital Partners's BWX Position: Q1 2020 in Review

Verus Capital Partners reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 53% in Q1 2020, selling an estimated $13.8K and leaving 434 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Verus Capital Partners first reported a position in BWX in Q4 2019 and has held it in 2 quarters since. The position peaked at $26K in Q4 2019. 149 funds tracked by Wall St. Rank hold BWX as of Q1 2020.

Verus Capital Partners held 434 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $12K as of Q1 2020.
Verus Capital Partners sold 484 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2020, an estimated $13.8K.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #940 holding.
Verus Capital Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $26K in Q4 2019.
149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.