Altium Wealth Management
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Altium Wealth Management’s Davis Select Worldwide ETF DWLD Stock Holding History

Altium Wealth Management’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,061
Closed -$235K – 265
2018
Q1 		$235K Buy
+9,061
New +$246K 0.09% 148

Other funds holding DWLD

Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Southeast Asset Advisors
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BB&T Securities
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Altium Wealth Management's DWLD Position: Q2 2018 in Review

Altium Wealth Management sold out of Davis Select Worldwide ETF (DWLD) in Q2 2018, closing a stake of 9,061 shares — an estimated $235K sold.

Altium Wealth Management first reported a position in DWLD in Q1 2018 and held it in 1 quarter. The position peaked at $235K in Q1 2018. 32 funds tracked by Wall St. Rank hold DWLD as of Q2 2018.

  • Altium Wealth Management reported no remaining Davis Select Worldwide ETF position as of Q2 2018 after selling out during the quarter.
  • Altium Wealth Management sold 9,061 Davis Select Worldwide ETF shares in Q2 2018, an estimated $235K.
  • Altium Wealth Management first reported a position in Davis Select Worldwide ETF in Q1 2018 and held it in 1 quarter.
  • Altium Wealth Management's Davis Select Worldwide ETF position peaked at $235K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2018.

Based on Altium Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.