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Atria Investments’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Atria Investments’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
2017
Q2 		– Sell
-5,323
Closed -$344K – 799
2017
Q1 		$344K Buy
+5,323
New +$340K 0.02% 479

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Atria Investments's WDIV Position: Q2 2017 in Review

Atria Investments sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2017, closing a stake of 5,323 shares — an estimated $344K sold.

Atria Investments first reported a position in WDIV in Q1 2017 and held it in 1 quarter. The position peaked at $344K in Q1 2017. 31 funds tracked by Wall St. Rank hold WDIV as of Q2 2017.

  • Atria Investments reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2017 after selling out during the quarter.
  • Atria Investments sold 5,323 State Street SPDR S&P Global Dividend ETF shares in Q2 2017, an estimated $344K.
  • Atria Investments first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2017 and held it in 1 quarter.
  • Atria Investments's State Street SPDR S&P Global Dividend ETF position peaked at $344K in Q1 2017.
  • 31 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2017.

Based on Atria Investments's 13F filing for Q2 2017, filed 11 Jul 2017.