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

Family Management’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 Q4	–	Sell	-175	Closed	-$5K	–	188
2019 Q3	$5K	Hold	175	–	–	﹤0.01%	182
2019 Q2	$6K	Buy	+175	New	+$5.57K	﹤0.01%	173

Other funds holding EDIV

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

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

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Family Management's EDIV Position: Q4 2019 in Review

Family Management sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q4 2019, closing a stake of 175 shares — an estimated $5K sold.

Family Management first reported a position in EDIV in Q2 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 92 funds tracked by Wall St. Rank hold EDIV as of Q4 2019.

Family Management reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q4 2019 after selling out during the quarter.
Family Management sold 175 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q4 2019, an estimated $5K.
Family Management first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2019 and held it in 2 quarters.
Family Management's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $6K in Q2 2019.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q4 2019.

Based on Family Management's 13F filing for Q4 2019, filed 11 Feb 2020.