Brinker Capital Investments’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Brinker Capital Investments’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
2018 Q4	–	Sell	-10,252	Closed	-$241K	–	686
2018 Q3	$241K	Hold	10,252	–	–	0.01%	285
2018 Q2	$243K	Hold	10,252	–	–	0.01%	301
2018 Q1	$258K	Hold	10,252	–	–	0.01%	278
2017 Q4	$259K	Hold	10,252	–	–	0.01%	290
2017 Q3	$264K	Buy	+10,252	New	+$263K	0.01%	270

Other funds holding DWFI

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Brinker Capital Investments's DWFI Position: Q4 2018 in Review

Brinker Capital Investments sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q4 2018, closing a stake of 10,252 shares — an estimated $241K sold.

Brinker Capital Investments first reported a position in DWFI in Q3 2017 and held it in 5 quarters. The position peaked at $264K in Q3 2017. 28 funds tracked by Wall St. Rank hold DWFI as of Q4 2018.

Brinker Capital Investments reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q4 2018 after selling out during the quarter.
Brinker Capital Investments sold 10,252 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q4 2018, an estimated $241K.
Brinker Capital Investments first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2017 and held it in 5 quarters.
Brinker Capital Investments's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $264K in Q3 2017.
28 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q4 2018.

Based on Brinker Capital Investments's 13F filing for Q4 2018, filed 13 Feb 2019.