FP
HDAW

Fiduciary Planning’s Xtrackers MSCI All World ex US High Dividend Yield Equity ETF HDAW Stock Holding History

Fiduciary Planning’s Portfolio HDAW Stock Details HDAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-36,262
Closed -$929K – 79
2019
Q4 		$929K Buy
+36,262
New +$914K 0.86% 21

Other funds holding HDAW

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fiduciary Planning's HDAW Position: Q1 2020 in Review

Fiduciary Planning sold out of Xtrackers MSCI All World ex US High Dividend Yield Equity ETF (HDAW) in Q1 2020, closing a stake of 36,262 shares — an estimated $929K sold.

Fiduciary Planning first reported a position in HDAW in Q4 2019 and held it in 1 quarter. The position peaked at $929K in Q4 2019. 16 funds tracked by Wall St. Rank hold HDAW as of Q1 2020.

  • Fiduciary Planning reported no remaining Xtrackers MSCI All World ex US High Dividend Yield Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 36,262 Xtrackers MSCI All World ex US High Dividend Yield Equity ETF shares in Q1 2020, an estimated $929K.
  • Fiduciary Planning first reported a position in Xtrackers MSCI All World ex US High Dividend Yield Equity ETF in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's Xtrackers MSCI All World ex US High Dividend Yield Equity ETF position peaked at $929K in Q4 2019.
  • 16 funds tracked by Wall St. Rank held Xtrackers MSCI All World ex US High Dividend Yield Equity ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.