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Atlas Capital Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Atlas Capital Advisors’s Portfolio WDIV Stock Details WDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,150
Closed -$77.6K – 701
2019
Q2 		$77.6K Buy
+1,150
New +$77.3K 0.03% 424

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atlas Capital Advisors's WDIV Position: Q3 2019 in Review

Atlas Capital Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2019, closing a stake of 1,150 shares — an estimated $77.6K sold.

Atlas Capital Advisors first reported a position in WDIV in Q2 2019 and held it in 1 quarter. The position peaked at $77.6K in Q2 2019. 57 funds tracked by Wall St. Rank hold WDIV as of Q3 2019.

  • Atlas Capital Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Atlas Capital Advisors sold 1,150 State Street SPDR S&P Global Dividend ETF shares in Q3 2019, an estimated $77.6K.
  • Atlas Capital Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2019 and held it in 1 quarter.
  • Atlas Capital Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $77.6K in Q2 2019.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2019.

Based on Atlas Capital Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.