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

Bellecapital’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
2014
Q3 		– Sell
-5,200
Closed -$267K – 55
2014
Q2 		$267K Hold
5,200
– – 0.26% 61
2014
Q1 		$253K Buy
+5,200
New +$244K 0.22% 69

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FBT
Founders Bank & Trust Grand Rapids, Michigan $190M AUM 7.04% 1-Year Est. Return

Bellecapital's DWX Position: Q3 2014 in Review

Bellecapital sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2014, closing a stake of 5,200 shares — an estimated $267K sold.

Bellecapital first reported a position in DWX in Q1 2014 and held it in 2 quarters. The position peaked at $267K in Q2 2014. 132 funds tracked by Wall St. Rank hold DWX as of Q3 2014.

  • Bellecapital reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2014 after selling out during the quarter.
  • Bellecapital sold 5,200 State Street SPDR S&P International Dividend ETF shares in Q3 2014, an estimated $267K.
  • Bellecapital first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2014 and held it in 2 quarters.
  • Bellecapital's State Street SPDR S&P International Dividend ETF position peaked at $267K in Q2 2014.
  • 132 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2014.

Based on Bellecapital's 13F filing for Q3 2014, filed 21 Oct 2014.