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First Heartland Consultants’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-731
Closed -$32K – 242
2013
Q2 		$32K Buy
+731
New +$35.2K 0.02% 293

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CHFS
Cobble Hill Financial Services Moorestown, New Jersey $541M AUM 8.99% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

First Heartland Consultants's DWX Position: Q3 2013 in Review

First Heartland Consultants sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2013, closing a stake of 731 shares — an estimated $32K sold.

First Heartland Consultants first reported a position in DWX in Q2 2013 and held it in 1 quarter. The position peaked at $32K in Q2 2013. 116 funds tracked by Wall St. Rank hold DWX as of Q3 2013.

  • First Heartland Consultants reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 731 State Street SPDR S&P International Dividend ETF shares in Q3 2013, an estimated $32K.
  • First Heartland Consultants first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's State Street SPDR S&P International Dividend ETF position peaked at $32K in Q2 2013.
  • 116 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.