Janney Montgomery Scott
DWFI

Janney Montgomery Scott’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Janney Montgomery Scott’s Portfolio DWFI Stock Details DWFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-28,595
Closed -$678K – 2154
2018
Q2 		$678K Sell
28,595
-13,649
-32% -$332K 0.01% 1224
2018
Q1 		$1.06M Buy
42,244
+12,554
+42% +$317K 0.01% 931
2017
Q4 		$751K Buy
29,690
+14,805
+99% +$378K 0.01% 1091
2017
Q3 		$383K Buy
+14,885
New +$382K ﹤0.01% 1399

Other funds holding DWFI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Janney Montgomery Scott's DWFI Position: Q3 2018 in Review

Janney Montgomery Scott sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q3 2018, closing a stake of 28,595 shares — an estimated $678K sold.

Janney Montgomery Scott first reported a position in DWFI in Q3 2017 and held it in 4 quarters. The position peaked at $1.06M in Q1 2018. 28 funds tracked by Wall St. Rank hold DWFI as of Q3 2018.

  • Janney Montgomery Scott reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q3 2018 after selling out during the quarter.
  • Janney Montgomery Scott sold 28,595 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q3 2018, an estimated $678K.
  • Janney Montgomery Scott first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2017 and held it in 4 quarters.
  • Janney Montgomery Scott's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $1.06M in Q1 2018.
  • 28 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q3 2018.

Based on Janney Montgomery Scott's 13F filing for Q3 2018, filed 5 Nov 2018.