Greenwich Wealth Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Greenwich Wealth Management’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
2017 Q1	–	Sell	-21,031	Closed	-$758K	–	194
2016 Q4	$758K	Sell	21,031 -9,081	-30%	-$328K	0.1%	104
2016 Q3	$1.11M	Sell	30,112 -275	-0.9%	-$10K	0.2%	81
2016 Q2	$1.07M	Buy	30,387 +3,295	+12%	+$116K	0.26%	80
2016 Q1	$950K	Buy	+27,092	New	+$874K	0.25%	84

Other funds holding DWX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Greenwich Wealth Management's DWX Position: Q1 2017 in Review

Greenwich Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2017, closing a stake of 21,031 shares — an estimated $758K sold.

Greenwich Wealth Management first reported a position in DWX in Q1 2016 and held it in 4 quarters. The position peaked at $1.11M in Q3 2016. 125 funds tracked by Wall St. Rank hold DWX as of Q1 2017.

Greenwich Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2017 after selling out during the quarter.
Greenwich Wealth Management sold 21,031 State Street SPDR S&P International Dividend ETF shares in Q1 2017, an estimated $758K.
Greenwich Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2016 and held it in 4 quarters.
Greenwich Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $1.11M in Q3 2016.
125 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.