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Financial Advocates Investment Management’s Davis Select Worldwide ETF DWLD Stock Holding History

Financial Advocates Investment Management’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-174
Closed -$5K – 494
2017
Q4 		$5K Buy
+174
New +$4.39K ﹤0.01% 491

Other funds holding DWLD

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Financial Advocates Investment Management's DWLD Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of Davis Select Worldwide ETF (DWLD) in Q1 2018, closing a stake of 174 shares — an estimated $5K sold.

Financial Advocates Investment Management first reported a position in DWLD in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 30 funds tracked by Wall St. Rank hold DWLD as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining Davis Select Worldwide ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 174 Davis Select Worldwide ETF shares in Q1 2018, an estimated $5K.
  • Financial Advocates Investment Management first reported a position in Davis Select Worldwide ETF in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's Davis Select Worldwide ETF position peaked at $5K in Q4 2017.
  • 30 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.