IMA Advisory Services’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

IMA Advisory Services’s Portfolio EDIV Stock Details EDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-722	Closed	-$22K	–	374
2018 Q2	$22K	Buy	+722	New	+$24.1K	0.01%	211

Other funds holding EDIV

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

FAAS

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

IMA Advisory Services's EDIV Position: Q3 2018 in Review

IMA Advisory Services sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2018, closing a stake of 722 shares — an estimated $22K sold.

IMA Advisory Services first reported a position in EDIV in Q2 2018 and held it in 1 quarter. The position peaked at $22K in Q2 2018. 86 funds tracked by Wall St. Rank hold EDIV as of Q3 2018.

IMA Advisory Services reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 722 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2018, an estimated $22K.
IMA Advisory Services first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $22K in Q2 2018.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.