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Bartlett & Co’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Bartlett & Co’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
2013
Q4 		– Sell
-120
Closed -$6K – 710
2013
Q3 		$6K Buy
+120
New +$5.45K ﹤0.01% 629

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Bartlett & Co's DWX Position: Q4 2013 in Review

Bartlett & Co sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2013, closing a stake of 120 shares — an estimated $6K sold.

Bartlett & Co first reported a position in DWX in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 124 funds tracked by Wall St. Rank hold DWX as of Q4 2013.

  • Bartlett & Co reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2013 after selling out during the quarter.
  • Bartlett & Co sold 120 State Street SPDR S&P International Dividend ETF shares in Q4 2013, an estimated $6K.
  • Bartlett & Co first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2013 and held it in 1 quarter.
  • Bartlett & Co's State Street SPDR S&P International Dividend ETF position peaked at $6K in Q3 2013.
  • 124 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2013.

Based on Bartlett & Co's 13F filing for Q4 2013, filed 5 Feb 2014.