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Intercontinental Wealth Advisors’s Davis Select US Equity ETF DUSA Stock Holding History

Intercontinental Wealth Advisors’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-583
Closed -$14K – 424
2019
Q2 		$14K Hold
583
– – 0.01% 300
2019
Q1 		$13K Hold
583
– – 0.01% 339
2018
Q4 		$12K Buy
+583
New +$13.2K 0.01% 348

Other funds holding DUSA

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Intercontinental Wealth Advisors's DUSA Position: Q3 2019 in Review

Intercontinental Wealth Advisors sold out of Davis Select US Equity ETF (DUSA) in Q3 2019, closing a stake of 583 shares — an estimated $14K sold.

Intercontinental Wealth Advisors first reported a position in DUSA in Q4 2018 and held it in 3 quarters. The position peaked at $14K in Q2 2019. 27 funds tracked by Wall St. Rank hold DUSA as of Q3 2019.

  • Intercontinental Wealth Advisors reported no remaining Davis Select US Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 583 Davis Select US Equity ETF shares in Q3 2019, an estimated $14K.
  • Intercontinental Wealth Advisors first reported a position in Davis Select US Equity ETF in Q4 2018 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Davis Select US Equity ETF position peaked at $14K in Q2 2019.
  • 27 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q3 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.