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

Bridgeworth’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
2018
Q3 		– Sell
-315
Closed -$12K – 237
2018
Q2 		$12K Buy
+315
New +$12.5K 0.01% 416

Other funds holding DWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Bridgeworth's DWX Position: Q3 2018 in Review

Bridgeworth sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2018, closing a stake of 315 shares — an estimated $12K sold.

Bridgeworth first reported a position in DWX in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 143 funds tracked by Wall St. Rank hold DWX as of Q3 2018.

  • Bridgeworth reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 315 State Street SPDR S&P International Dividend ETF shares in Q3 2018, an estimated $12K.
  • Bridgeworth first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's State Street SPDR S&P International Dividend ETF position peaked at $12K in Q2 2018.
  • 143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.