Baystate Wealth Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Baystate Wealth Management’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
2019 Q3	–	Sell	-8,208	Closed	-$323K	–	593
2019 Q2	$323K	Hold	8,208	–	–	0.04%	83
2019 Q1	$316K	Hold	8,208	–	–	0.04%	87
2018 Q4	$302K	Buy	+8,208	New	+$296K	0.04%	80

Other funds holding DWX

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baystate Wealth Management's DWX Position: Q3 2019 in Review

Baystate Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2019, closing a stake of 8,208 shares — an estimated $323K sold.

Baystate Wealth Management first reported a position in DWX in Q4 2018 and held it in 3 quarters. The position peaked at $323K in Q2 2019. 143 funds tracked by Wall St. Rank hold DWX as of Q3 2019.

Baystate Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2019 after selling out during the quarter.
Baystate Wealth Management sold 8,208 State Street SPDR S&P International Dividend ETF shares in Q3 2019, an estimated $323K.
Baystate Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2018 and held it in 3 quarters.
Baystate Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $323K in Q2 2019.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2019.

Based on Baystate Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.