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Founders Bank & Trust’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$6.32M Sell
150,287
-82,857
-36% -$3.68M 3.32% 9
2014
Q3 		$10.8M Buy
233,144
+6,033
+3% +$300K 6.06% 2
2014
Q2 		$11.7M Buy
227,111
+1,084
+0.5% +$54.9K 6.46% 2
2014
Q1 		$11M Buy
226,027
+2,573
+1% +$121K 6.39% 2
2013
Q4 		$10M Buy
223,454
+19,757
+10% +$933K 5.77% 6
2013
Q3 		$9.5M Sell
203,697
-14,313
-7% -$650K 4.85% 6
2013
Q2 		$9.52M Buy
+218,010
New +$10.5M 5.09% 4

Other funds holding DWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return