Winslow Evans & Crocker’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Winslow Evans & Crocker’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 Q4	$14K	Buy	458 +2	+0.4%	+$61	﹤0.01%	872
2020 Q3	$14K	Buy	+456	New	+$13.6K	﹤0.01%	681
2020 Q2	–	Sell	-730	Closed	-$22K	–	1132
2020 Q1	$22K	Buy	730 +410	+128%	+$11.7K	0.01%	555
2019 Q4	$10K	Hold	320	–	–	﹤0.01%	812
2019 Q3	$10K	Hold	320	–	–	﹤0.01%	797
2019 Q2	$10K	Buy	+320	New	+$8.96K	﹤0.01%	813
2018 Q2	–	Sell	-190	Closed	-$5.58K	–	1132
2018 Q1	$5.58K	Buy	+190	New	+$5.52K	﹤0.01%	892
2016 Q2	–	Sell	-206	Closed	-$5.74K	–	1285
2016 Q1	$5.74K	Sell	206 -2	-1%	-$53	﹤0.01%	995
2015 Q4	$5.32K	Hold	208	–	–	﹤0.01%	1058
2015 Q3	$5.36K	Hold	208	–	–	﹤0.01%	1018
2015 Q2	$5.36K	Buy	+208	New	+$5.5K	﹤0.01%	1068

Other funds holding BWX

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 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

MFM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PSUF

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

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

Winslow Evans & Crocker's BWX Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.44% in Q4 2020, buying an estimated $61 and bringing the position to 458 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Winslow Evans & Crocker first reported a position in BWX in Q2 2015 and has held it in 11 quarters since. The position peaked at $22K in Q1 2020. 159 funds tracked by Wall St. Rank hold BWX as of Q4 2020.

Winslow Evans & Crocker held 458 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $14K as of Q4 2020.
Winslow Evans & Crocker bought 2 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2020, an estimated $61.
State Street SPDR Bloomberg International Treasury Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #872 holding.
Winslow Evans & Crocker first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2015 and has held it in 11 quarters since.
Winslow Evans & Crocker's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $22K in Q1 2020.
159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.