HighTower Advisors
DWFI

HighTower Advisors’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

HighTower Advisors’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
-22,057
Closed -$556K – 2406
2018
Q1 		$556K Buy
22,057
+2,746
+14% +$69.4K ﹤0.01% 1362
2017
Q4 		$487K Buy
+19,311
New +$493K ﹤0.01% 1460

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

HighTower Advisors's DWFI Position: Q2 2018 in Review

HighTower Advisors sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q2 2018, closing a stake of 22,057 shares — an estimated $556K sold.

HighTower Advisors first reported a position in DWFI in Q4 2017 and held it in 2 quarters. The position peaked at $556K in Q1 2018. 30 funds tracked by Wall St. Rank hold DWFI as of Q2 2018.

  • HighTower Advisors reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q2 2018 after selling out during the quarter.
  • HighTower Advisors sold 22,057 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q2 2018, an estimated $556K.
  • HighTower Advisors first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2017 and held it in 2 quarters.
  • HighTower Advisors's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $556K in Q1 2018.
  • 30 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q2 2018.

Based on HighTower Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.