IFP Advisors’s Davis Select Worldwide ETF DWLD Stock Holding History

IFP Advisors’s Portfolio DWLD Stock Details DWLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-404	Closed	-$8K	–	2616
2018 Q4	$8K	Hold	404	–	–	﹤0.01%	2607
2018 Q3	$10K	Hold	404	–	–	﹤0.01%	2844
2018 Q2	$11K	Sell	404 -525	-57%	-$13.9K	﹤0.01%	2824
2018 Q1	$24K	Hold	929	–	–	﹤0.01%	2271
2017 Q4	$24K	Buy	929 +404	+77%	+$10.2K	﹤0.01%	2302
2017 Q3	$13K	Hold	525	–	–	﹤0.01%	2871
2017 Q2	$12K	Buy	+525	New	+$11.5K	﹤0.01%	2898

Other funds holding DWLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

IFP Advisors's DWLD Position: Q1 2019 in Review

IFP Advisors sold out of Davis Select Worldwide ETF (DWLD) in Q1 2019, closing a stake of 404 shares — an estimated $8K sold.

IFP Advisors first reported a position in DWLD in Q2 2017 and held it in 7 quarters. The position peaked at $24K in Q1 2018. 35 funds tracked by Wall St. Rank hold DWLD as of Q1 2019.

IFP Advisors reported no remaining Davis Select Worldwide ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 404 Davis Select Worldwide ETF shares in Q1 2019, an estimated $8K.
IFP Advisors first reported a position in Davis Select Worldwide ETF in Q2 2017 and held it in 7 quarters.
IFP Advisors's Davis Select Worldwide ETF position peaked at $24K in Q1 2018.
35 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.