Independent Portfolio Consultants’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$60K	Sell	1,995 -2,220	-53%	-$65.8K	0.02%	495
2017 Q1	$124K	Buy	+4,215	New	+$122K	0.04%	404

Other funds holding EDIV

BCI

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

Morgan Stanley New York $1.89T AUM 35.08% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FAAS

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

Independent Portfolio Consultants's EDIV Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 53% in Q2 2017, selling an estimated $65.8K and leaving 1,995 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #495.

Independent Portfolio Consultants first reported a position in EDIV in Q1 2017 and has held it in 2 quarters since. The position peaked at $124K in Q1 2017. 77 funds tracked by Wall St. Rank hold EDIV as of Q2 2017.

Independent Portfolio Consultants held 1,995 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $60K as of Q2 2017.
Independent Portfolio Consultants sold 2,220 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2017, an estimated $65.8K.
State Street SPDR S&P Emerging Markets Dividend ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #495 holding.
Independent Portfolio Consultants first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2017 and has held it in 2 quarters since.
Independent Portfolio Consultants's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $124K in Q1 2017.
77 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.