CAN
DWFI

Cetera Advisor Networks’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Cetera Advisor Networks’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
2020
Q3 		– Sell
-143
Closed -$3K – 3382
2020
Q2 		$3K Buy
+143
New +$3.24K ﹤0.01% 3191
2019
Q1 		– Sell
-29,396
Closed -$654K – 1183
2018
Q4 		$654K Buy
+29,396
New +$667K 0.03% 497

Other funds holding DWFI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Advisor Networks's DWFI Position: Q3 2020 in Review

Cetera Advisor Networks sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q3 2020, closing a stake of 143 shares — an estimated $3K sold.

Cetera Advisor Networks first reported a position in DWFI in Q4 2018 and held it in 2 quarters. The position peaked at $654K in Q4 2018. 23 funds tracked by Wall St. Rank hold DWFI as of Q3 2020.

  • Cetera Advisor Networks reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 143 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q3 2020, an estimated $3K.
  • Cetera Advisor Networks first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2018 and held it in 2 quarters.
  • Cetera Advisor Networks's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $654K in Q4 2018.
  • 23 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.