Wealthspire Advisors (Maryland)’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-3,658	Closed	-$102K	–	685
2019 Q1	$102K	Hold	3,658	–	–	0.01%	631
2018 Q4	$101K	Hold	3,658	–	–	0.01%	598
2018 Q3	$100K	Hold	3,658	–	–	0.01%	683
2018 Q2	$102K	Sell	3,658 -600	-14%	-$17K	0.01%	697
2018 Q1	$126K	Hold	4,258	–	–	0.01%	619
2017 Q4	$121K	Buy	4,258 +2,135	+101%	+$60K	0.01%	638
2017 Q3	$60K	Hold	2,123	–	–	0.01%	899
2017 Q2	$59K	Buy	2,123 +2,100	+9,130%	+$57.2K	0.01%	886
2017 Q1	$1K	Hold	23	–	–	﹤0.01%	1774
2016 Q4	$1K	Hold	23	–	–	﹤0.01%	1624
2016 Q3	$1K	Buy	23 +1	+5%	+$29	﹤0.01%	1622
2016 Q2	$1K	Hold	22	–	–	﹤0.01%	1589
2016 Q1	$1K	Sell	22 -84	-79%	-$2.23K	﹤0.01%	1627
2015 Q4	$3K	Buy	+106	New	+$2.75K	﹤0.01%	1447

Other funds holding BWX

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

MFM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CCA

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s BWX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q2 2019, closing a stake of 3,658 shares — an estimated $102K sold.

Wealthspire Advisors (Maryland) first reported a position in BWX in Q4 2015 and held it in 14 quarters. The position peaked at $126K in Q1 2018. 151 funds tracked by Wall St. Rank hold BWX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3,658 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q2 2019, an estimated $102K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $126K in Q1 2018.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.