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Gary Goldberg Planning Services’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Gary Goldberg Planning 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
2014
Q1 		– Sell
-400
Closed -$19K – 401
2013
Q4 		$19K Hold
400
– – 0.01% 253
2013
Q3 		$19K Hold
400
– – 0.01% 252
2013
Q2 		$17K Buy
+400
New +$19.3K 0.01% 260

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
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Gary Goldberg Planning Services's DWX Position: Q1 2014 in Review

Gary Goldberg Planning Services sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2014, closing a stake of 400 shares — an estimated $19K sold.

Gary Goldberg Planning Services first reported a position in DWX in Q2 2013 and held it in 3 quarters. The position peaked at $19K in Q4 2013. 127 funds tracked by Wall St. Rank hold DWX as of Q1 2014.

  • Gary Goldberg Planning Services reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 400 State Street SPDR S&P International Dividend ETF shares in Q1 2014, an estimated $19K.
  • Gary Goldberg Planning Services first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and held it in 3 quarters.
  • Gary Goldberg Planning Services's State Street SPDR S&P International Dividend ETF position peaked at $19K in Q4 2013.
  • 127 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q1 2014, filed 7 May 2014.