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Barber Financial Group’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Barber Financial Group’s Portfolio EDIV Stock Details EDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-364,093
Closed -$11.2M – 134
2018
Q2 		$11.2M Buy
+364,093
New +$12.2M 3.23% 8

Other funds holding EDIV

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Barber Financial Group's EDIV Position: Q3 2018 in Review

Barber Financial Group sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2018, closing a stake of 364,093 shares — an estimated $11.2M sold.

Barber Financial Group first reported a position in EDIV in Q2 2018 and held it in 1 quarter. The position peaked at $11.2M in Q2 2018. 86 funds tracked by Wall St. Rank hold EDIV as of Q3 2018.

  • Barber Financial Group reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • Barber Financial Group sold 364,093 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2018, an estimated $11.2M.
  • Barber Financial Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2018 and held it in 1 quarter.
  • Barber Financial Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $11.2M in Q2 2018.
  • 86 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2018.

Based on Barber Financial Group's 13F filing for Q3 2018, filed 13 Nov 2018.