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CX Institutional’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

CX Institutional’s Portfolio EDIV Stock Details EDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,296
Closed -$140K – 826
2019
Q2 		$140K Hold
4,296
– – 0.02% 248
2019
Q1 		$136K Sell
4,296
-206,128
-98% -$6.52M 0.02% 244
2018
Q4 		$6.28M Buy
+210,424
New +$6.23M 1.33% 25

Other funds holding EDIV

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CX Institutional's EDIV Position: Q3 2019 in Review

CX Institutional sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2019, closing a stake of 4,296 shares — an estimated $140K sold.

CX Institutional first reported a position in EDIV in Q4 2018 and held it in 3 quarters. The position peaked at $6.28M in Q4 2018. 86 funds tracked by Wall St. Rank hold EDIV as of Q3 2019.

  • CX Institutional reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • CX Institutional sold 4,296 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2019, an estimated $140K.
  • CX Institutional first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2018 and held it in 3 quarters.
  • CX Institutional's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $6.28M in Q4 2018.
  • 86 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2019.

Based on CX Institutional's 13F filing for Q3 2019, filed 10 Oct 2019.