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VSR Financial Services’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

VSR Financial Services’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
2016
Q2 		$454K Buy
+15,892
New +$446K 0.07% 278

Other funds holding BWX

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

VSR Financial Services's BWX Position: Q2 2016 in Review

VSR Financial Services opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2016: 15,892 shares worth $454K. The stake represents 0.07% of the portfolio and ranks #278 among its holdings.

151 funds tracked by Wall St. Rank hold BWX as of Q2 2016.

  • VSR Financial Services held 15,892 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $454K as of Q2 2016.
  • State Street SPDR Bloomberg International Treasury Bond ETF was a new VSR Financial Services position in Q2 2016.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.07% of VSR Financial Services's portfolio in Q2 2016, its #278 holding.
  • 151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.