Bellwether Investment Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Bellwether Investment Group’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
2017 Q1	–	Sell	-8,191	Closed	-$295K	–	820
2016 Q4	$295K	Buy	+8,191	New	+$295K	0.27%	101
2016 Q2	$622K	Buy	+17,676	New	+$624K	0.68%	27

Other funds holding DWX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bellwether Investment Group's DWX Position: Q1 2017 in Review

Bellwether Investment Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2017, closing a stake of 8,191 shares — an estimated $295K sold.

Bellwether Investment Group first reported a position in DWX in Q2 2016 and held it in 2 quarters. The position peaked at $622K in Q2 2016. 125 funds tracked by Wall St. Rank hold DWX as of Q1 2017.

Bellwether Investment Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2017 after selling out during the quarter.
Bellwether Investment Group sold 8,191 State Street SPDR S&P International Dividend ETF shares in Q1 2017, an estimated $295K.
Bellwether Investment Group first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2016 and held it in 2 quarters.
Bellwether Investment Group's State Street SPDR S&P International Dividend ETF position peaked at $622K in Q2 2016.
125 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.