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

Cetera Advisors’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 Q3	–	Sell	-80,415	Closed	-$1.91M	–	1012
2018 Q2	$1.91M	Buy	80,415 +10,795	+16%	+$263K	0.11%	193
2018 Q1	$1.75M	Buy	69,620 +11,099	+19%	+$280K	0.11%	200
2017 Q4	$1.48M	Buy	58,521 +7,623	+15%	+$195K	0.09%	222
2017 Q3	$1.31M	Buy	50,898 +1,714	+3%	+$44K	0.08%	269
2017 Q2	$1.26M	Buy	49,184 +1,543	+3%	+$39.1K	0.08%	272
2017 Q1	$1.2M	Buy	47,641 +1,841	+4%	+$45.7K	0.08%	266
2016 Q4	$1.11M	Buy	45,800 +4,295	+10%	+$106K	0.08%	258
2016 Q3	$1.07M	Buy	+41,505	New	+$1.07M	0.08%	252

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

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

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

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

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

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

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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Cetera Advisors's DWFI Position: Q3 2018 in Review

Cetera Advisors sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q3 2018, closing a stake of 80,415 shares — an estimated $1.91M sold.

Cetera Advisors first reported a position in DWFI in Q3 2016 and held it in 8 quarters. The position peaked at $1.91M in Q2 2018. 28 funds tracked by Wall St. Rank hold DWFI as of Q3 2018.

Cetera Advisors reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q3 2018 after selling out during the quarter.
Cetera Advisors sold 80,415 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q3 2018, an estimated $1.91M.
Cetera Advisors first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2016 and held it in 8 quarters.
Cetera Advisors's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $1.91M in Q2 2018.
28 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q3 2018.

Based on Cetera Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.