Credit Suisse’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Credit Suisse’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	-8,716	Closed	-$205K	–	4057
2018 Q3	$205K	Sell	8,716 -3,391	-28%	-$80.1K	﹤0.01%	3648
2018 Q2	$287K	Sell	12,107 -5,090	-30%	-$124K	﹤0.01%	3640
2018 Q1	$432K	Buy	17,197 +5,559	+48%	+$140K	﹤0.01%	3428
2017 Q4	$294K	Buy	+11,638	New	+$297K	﹤0.01%	3637

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

Credit Suisse's DWFI Position: Q4 2018 in Review

Credit Suisse sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q4 2018, closing a stake of 8,716 shares — an estimated $205K sold.

Credit Suisse first reported a position in DWFI in Q4 2017 and held it in 4 quarters. The position peaked at $432K in Q1 2018. 28 funds tracked by Wall St. Rank hold DWFI as of Q4 2018.

Credit Suisse reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q4 2018 after selling out during the quarter.
Credit Suisse sold 8,716 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q4 2018, an estimated $205K.
Credit Suisse first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2017 and held it in 4 quarters.
Credit Suisse's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $432K in Q1 2018.
28 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q4 2018.

Based on Credit Suisse's 13F filing for Q4 2018, filed 13 Feb 2019.