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Dakota Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Dakota Wealth Management’s Portfolio SHE Stock Details SHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,731
Closed -$274K – 321
2019
Q3 		$274K Buy
+3,731
New +$275K 0.05% 249

Other funds holding SHE

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dakota Wealth Management's SHE Position: Q4 2019 in Review

Dakota Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2019, closing a stake of 3,731 shares — an estimated $274K sold.

Dakota Wealth Management first reported a position in SHE in Q3 2019 and held it in 1 quarter. The position peaked at $274K in Q3 2019. 67 funds tracked by Wall St. Rank hold SHE as of Q4 2019.

  • Dakota Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2019 after selling out during the quarter.
  • Dakota Wealth Management sold 3,731 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2019, an estimated $274K.
  • Dakota Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2019 and held it in 1 quarter.
  • Dakota Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $274K in Q3 2019.
  • 67 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2019.

Based on Dakota Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.