Jackson Grant Investment Advisers’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Jackson Grant Investment Advisers’s Portfolio DWX Stock Details DWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-326	Closed	-$12K	–	216
2018 Q2	$12K	Buy	326 +6	+2%	+$237	0.01%	197
2018 Q1	$13K	Buy	320 +2	+0.6%	+$82	0.01%	190
2017 Q4	$13K	Buy	+318	New	+$12.9K	0.01%	190

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

FAAS

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

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Jackson Grant Investment Advisers's DWX Position: Q3 2018 in Review

Jackson Grant Investment Advisers sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2018, closing a stake of 326 shares — an estimated $12K sold.

Jackson Grant Investment Advisers first reported a position in DWX in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q1 2018. 144 funds tracked by Wall St. Rank hold DWX as of Q3 2018.

Jackson Grant Investment Advisers reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2018 after selling out during the quarter.
Jackson Grant Investment Advisers sold 326 State Street SPDR S&P International Dividend ETF shares in Q3 2018, an estimated $12K.
Jackson Grant Investment Advisers first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2017 and held it in 3 quarters.
Jackson Grant Investment Advisers's State Street SPDR S&P International Dividend ETF position peaked at $13K in Q1 2018.
144 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2018.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2018, filed 15 Nov 2018.