HPWM
DWFI

Highland Private Wealth Management’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Highland Private Wealth Management’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
Q2 		– Sell
-12,065
Closed -$303K – 169
2018
Q1 		$303K Buy
+12,065
New +$305K 0.19% 86

Other funds holding DWFI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Highland Private Wealth Management's DWFI Position: Q2 2018 in Review

Highland Private Wealth Management sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q2 2018, closing a stake of 12,065 shares — an estimated $303K sold.

Highland Private Wealth Management first reported a position in DWFI in Q1 2018 and held it in 1 quarter. The position peaked at $303K in Q1 2018. 30 funds tracked by Wall St. Rank hold DWFI as of Q2 2018.

  • Highland Private Wealth Management reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 12,065 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q2 2018, an estimated $303K.
  • Highland Private Wealth Management first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $303K in Q1 2018.
  • 30 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.