Opes Advisors Inc BWX Holdings History
Number of Shares
430,582.00
Current Holdings Value*
$11.89 Mil
% of Portfolio
13.07%
Total Estimate Gain
$-1.81 Mil
% of Total Estimate Gain
-15.40%
Opes Advisors Inc's SPDR Bloomberg International Treasury Bond ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 430,582.00 shares of SPDR Bloomberg International Treasury Bond ETF(BWX), totaling $11.89 Mil. This investment constitutes 13.07% of their stock portfolio, and Opes Advisors Inc now holds 1.34% of the outstanding SPDR Bloomberg International Treasury Bond ETF(BWX) stock.
The initial trade took place in 2018Q2. And since then Opes Advisors Inc has made 3 purchases of BWX, at an average price of $27.33, for a total of 430,582.00 shares. Based on historical transaction data and BWX's current price of $23.12, Opes Advisors Inc's estimated gain on his BWX holdings is $-1.81 Mil, reflecting a -15.40% gain to date.
Opes Advisors Inc BWX ($23.12) Holding Chart
Opes Advisors Inc BWX ($23.12) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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