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

Calton & Associates’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
Q1 		– Sell
-592
Closed -$25K – 575
2017
Q4 		$25K Buy
+592
New +$24K 0.01% 846

Other funds holding DWX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
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
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Calton & Associates's DWX Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2018, closing a stake of 592 shares — an estimated $25K sold.

Calton & Associates first reported a position in DWX in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 156 funds tracked by Wall St. Rank hold DWX as of Q1 2018.

  • Calton & Associates reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 592 State Street SPDR S&P International Dividend ETF shares in Q1 2018, an estimated $25K.
  • Calton & Associates first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR S&P International Dividend ETF position peaked at $25K in Q4 2017.
  • 156 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.