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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