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Klingman & Associates’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Klingman & Associates’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
2015
Q2 		– Sell
-2,108
Closed -$88K – 407
2015
Q1 		$88K Sell
2,108
-1,000
-32% -$42.8K 0.04% 136
2014
Q4 		$130K Buy
+3,108
New +$138K 0.05% 107

Other funds holding DWX

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Klingman & Associates's DWX Position: Q2 2015 in Review

Klingman & Associates sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2015, closing a stake of 2,108 shares — an estimated $88K sold.

Klingman & Associates first reported a position in DWX in Q4 2014 and held it in 2 quarters. The position peaked at $130K in Q4 2014. 131 funds tracked by Wall St. Rank hold DWX as of Q2 2015.

  • Klingman & Associates reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2015 after selling out during the quarter.
  • Klingman & Associates sold 2,108 State Street SPDR S&P International Dividend ETF shares in Q2 2015, an estimated $88K.
  • Klingman & Associates first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2014 and held it in 2 quarters.
  • Klingman & Associates's State Street SPDR S&P International Dividend ETF position peaked at $130K in Q4 2014.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2015.

Based on Klingman & Associates's 13F filing for Q2 2015, filed 9 Feb 2016.