First Allied Advisory Services’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-1,328	Closed	-$90K	–	1611
2019 Q3	$90K	Buy	+1,328	New	+$88K	﹤0.01%	1256
2018 Q1	–	Sell	-1,505	Closed	-$107K	–	1503
2017 Q4	$107K	Buy	+1,505	New	+$104K	﹤0.01%	1191

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

First Allied Advisory Services's WDIV Position: Q4 2019 in Review

First Allied Advisory Services sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2019, closing a stake of 1,328 shares — an estimated $90K sold.

First Allied Advisory Services first reported a position in WDIV in Q4 2017 and held it in 2 quarters. The position peaked at $107K in Q4 2017. 60 funds tracked by Wall St. Rank hold WDIV as of Q4 2019.

First Allied Advisory Services reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,328 State Street SPDR S&P Global Dividend ETF shares in Q4 2019, an estimated $90K.
First Allied Advisory Services first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's State Street SPDR S&P Global Dividend ETF position peaked at $107K in Q4 2017.
60 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.