BTS
DWFI

BB&T Securities’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

BB&T Securities’s Portfolio DWFI Stock Details DWFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$404K Sell
17,086
-1,450
-8% -$34.1K ﹤0.01% 1189
2019
Q2 		$434K Sell
18,536
-3,683
-17% -$85.5K ﹤0.01% 1160
2019
Q1 		$514K Sell
22,219
-1,268
-5% -$28.9K 0.01% 1061
2018
Q4 		$521K Sell
23,487
-1,752
-7% -$39.7K 0.01% 963
2018
Q3 		$594K Buy
25,239
+7,816
+45% +$185K 0.01% 1007
2018
Q2 		$412K Buy
17,423
+6,921
+66% +$168K ﹤0.01% 1154
2018
Q1 		$264K Buy
+10,502
New +$265K ﹤0.01% 1293

Other funds holding DWFI

PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return