FinTrust Investment Advisory Services’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	$221K	Buy	5,524 +60	+1%	+$2.46K	0.2%	107
2017 Q4	$225K	Hold	5,464	–	–	0.2%	103
2017 Q3	$221K	Buy	+5,464	New	+$220K	0.21%	99
2013 Q3	$357K	Sell	7,651 -385	-5%	-$17.5K	0.73%	30
2013 Q2	$351K	Buy	+8,036	New	+$387K	0.6%	42

Other funds holding DWX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

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

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

FinTrust Investment Advisory Services's DWX Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 1.1% in Q1 2018, buying an estimated $2.46K and bringing the position to 5,524 shares worth $221K. The position accounts for 0.2% of the portfolio, ranked #107.

FinTrust Investment Advisory Services first reported a position in DWX in Q2 2013 and has held it in 5 quarters since. The position peaked at $357K in Q3 2013. 156 funds tracked by Wall St. Rank hold DWX as of Q1 2018.

FinTrust Investment Advisory Services held 5,524 shares of State Street SPDR S&P International Dividend ETF worth $221K as of Q1 2018.
FinTrust Investment Advisory Services bought 60 State Street SPDR S&P International Dividend ETF shares in Q1 2018, an estimated $2.46K.
State Street SPDR S&P International Dividend ETF made up 0.2% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #107 holding.
FinTrust Investment Advisory Services first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's State Street SPDR S&P International Dividend ETF position peaked at $357K in Q3 2013.
156 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.