Dynamic Advisor Solutions’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Dynamic Advisor Solutions’s Portfolio DWX Stock Details DWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,194	Closed	-$209K	–	517
2019 Q4	$209K	Buy	+5,194	New	+$207K	0.03%	494
2019 Q3	–	Sell	-7,899	Closed	-$311K	–	554
2019 Q2	$311K	Sell	7,899 -7,960	-50%	-$308K	0.05%	354
2019 Q1	$603K	Buy	+15,859	New	+$590K	0.11%	197

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dynamic Advisor Solutions's DWX Position: Q1 2020 in Review

Dynamic Advisor Solutions sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2020, closing a stake of 5,194 shares — an estimated $209K sold.

Dynamic Advisor Solutions first reported a position in DWX in Q1 2019 and held it in 3 quarters. The position peaked at $603K in Q1 2019. 143 funds tracked by Wall St. Rank hold DWX as of Q1 2020.

Dynamic Advisor Solutions reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2020 after selling out during the quarter.
Dynamic Advisor Solutions sold 5,194 State Street SPDR S&P International Dividend ETF shares in Q1 2020, an estimated $209K.
Dynamic Advisor Solutions first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2019 and held it in 3 quarters.
Dynamic Advisor Solutions's State Street SPDR S&P International Dividend ETF position peaked at $603K in Q1 2019.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2020, filed 7 May 2020.