Apriem Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Apriem Advisors’s Portfolio DWX Stock Details DWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-615	Closed	-$28K	–	525
2014 Q3	$28K	Hold	615	–	–	0.01%	261
2014 Q2	$32K	Buy	+615	New	+$31.1K	0.01%	234

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Apriem Advisors's DWX Position: Q4 2014 in Review

Apriem Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2014, closing a stake of 615 shares — an estimated $28K sold.

Apriem Advisors first reported a position in DWX in Q2 2014 and held it in 2 quarters. The position peaked at $32K in Q2 2014. 143 funds tracked by Wall St. Rank hold DWX as of Q4 2014.

Apriem Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2014 after selling out during the quarter.
Apriem Advisors sold 615 State Street SPDR S&P International Dividend ETF shares in Q4 2014, an estimated $28K.
Apriem Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2014 and held it in 2 quarters.
Apriem Advisors's State Street SPDR S&P International Dividend ETF position peaked at $32K in Q2 2014.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2014.

Based on Apriem Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.