Fortis Advisors’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Fortis Advisors’s Portfolio DWFI Stock Details DWFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-83,749	Closed	-$1.97M	–	343
2018 Q3	$1.97M	Sell	83,749 -7,536	-8%	-$178K	1.11%	18
2018 Q2	$2.16M	Buy	91,285 +1,585	+2%	+$38.6K	1.24%	17
2018 Q1	$2.25M	Buy	89,700 +59,723	+199%	+$1.51M	1.24%	15
2017 Q4	$758K	Buy	29,977 +7,248	+32%	+$185K	0.46%	24
2017 Q3	$585K	Buy	22,729 +3,263	+17%	+$83.8K	0.41%	25
2017 Q2	$499K	Buy	19,466 +5,888	+43%	+$149K	0.39%	30
2017 Q1	$342K	Buy	13,578 +1,906	+16%	+$47.3K	0.31%	39
2016 Q4	$282K	Buy	+11,672	New	+$288K	0.3%	25

Other funds holding DWFI

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Fortis Advisors's DWFI Position: Q4 2018 in Review

Fortis Advisors sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q4 2018, closing a stake of 83,749 shares — an estimated $1.97M sold.

Fortis Advisors first reported a position in DWFI in Q4 2016 and held it in 8 quarters. The position peaked at $2.25M in Q1 2018. 28 funds tracked by Wall St. Rank hold DWFI as of Q4 2018.

Fortis Advisors reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q4 2018 after selling out during the quarter.
Fortis Advisors sold 83,749 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q4 2018, an estimated $1.97M.
Fortis Advisors first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2016 and held it in 8 quarters.
Fortis Advisors's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $2.25M in Q1 2018.
28 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q4 2018.

Based on Fortis Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.