Brandywine Oak Private Wealth’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Brandywine Oak Private Wealth’s Portfolio EDIV Stock Details EDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-11,626	Closed	-$373K	–	228
2019 Q4	$373K	Hold	11,626	–	–	0.07%	149
2019 Q3	$346K	Hold	11,626	–	–	0.07%	147
2019 Q2	$379K	Hold	11,626	–	–	0.08%	132
2019 Q1	$367K	Hold	11,626	–	–	0.08%	127
2018 Q4	$347K	Buy	+11,626	New	+$344K	0.08%	121

Other funds holding EDIV

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Brandywine Oak Private Wealth's EDIV Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2020, closing a stake of 11,626 shares — an estimated $373K sold.

Brandywine Oak Private Wealth first reported a position in EDIV in Q4 2018 and held it in 5 quarters. The position peaked at $379K in Q2 2019. 81 funds tracked by Wall St. Rank hold EDIV as of Q1 2020.

Brandywine Oak Private Wealth reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 11,626 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2020, an estimated $373K.
Brandywine Oak Private Wealth first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $379K in Q2 2019.
81 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.