WFG Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-5,174
Closed -$148K 1579
2016
Q2
$148K Buy
+5,174
New +$145K 0.04% 406
2015
Q1
Sell
-236
Closed -$7K 1791
2014
Q4
$7K Buy
+236
New +$6.7K ﹤0.01% 1559

Other funds holding BWX

WFG Advisors's BWX Position: Q3 2016 in Review

WFG Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q3 2016, closing a stake of 5,174 shares — an estimated $148K sold.

WFG Advisors first reported a position in BWX in Q4 2014 and held it in 2 quarters. The position peaked at $148K in Q2 2016. 148 funds tracked by Wall St. Rank hold BWX as of Q3 2016.

  • WFG Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 5,174 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2016, an estimated $148K.
  • WFG Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2014 and held it in 2 quarters.
  • WFG Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $148K in Q2 2016.
  • 148 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.