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Financial Architects (New Jersey)’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Financial Architects (New Jersey)’s Portfolio WDIV Stock Details WDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-425
Closed -$27K – 1516
2016
Q3 		$27K Buy
+425
New +$27K 0.01% 763

Other funds holding WDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Financial Architects (New Jersey)'s WDIV Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2016, closing a stake of 425 shares — an estimated $27K sold.

Financial Architects (New Jersey) first reported a position in WDIV in Q3 2016 and held it in 1 quarter. The position peaked at $27K in Q3 2016. 25 funds tracked by Wall St. Rank hold WDIV as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 425 State Street SPDR S&P Global Dividend ETF shares in Q4 2016, an estimated $27K.
  • Financial Architects (New Jersey) first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2016 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s State Street SPDR S&P Global Dividend ETF position peaked at $27K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.