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

Greenwich Wealth Management’s Portfolio WDIV Stock Details WDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,650
Closed -$226K – 220
2016
Q4 		$226K Buy
3,650
+400
+12% +$24.5K 0.03% 176
2016
Q3 		$207K Buy
+3,250
New +$206K 0.04% 190

Other funds holding WDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Greenwich Wealth Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2017, closing a stake of 3,650 shares — an estimated $226K sold.

Greenwich Wealth Management first reported a position in WDIV in Q3 2016 and held it in 2 quarters. The position peaked at $226K in Q4 2016. 32 funds tracked by Wall St. Rank hold WDIV as of Q1 2017.

  • Greenwich Wealth Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 3,650 State Street SPDR S&P Global Dividend ETF shares in Q1 2017, an estimated $226K.
  • Greenwich Wealth Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2016 and held it in 2 quarters.
  • Greenwich Wealth Management's State Street SPDR S&P Global Dividend ETF position peaked at $226K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2017.

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