KA
DWX icon

Kovack Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Kovack Advisors’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
2017
Q3 		– Sell
-6,255
Closed -$245K – 378
2017
Q2 		$245K Buy
+6,255
New +$244K 0.08% 292

Other funds holding DWX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Kovack Advisors's DWX Position: Q3 2017 in Review

Kovack Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2017, closing a stake of 6,255 shares — an estimated $245K sold.

Kovack Advisors first reported a position in DWX in Q2 2017 and held it in 1 quarter. The position peaked at $245K in Q2 2017. 121 funds tracked by Wall St. Rank hold DWX as of Q3 2017.

  • Kovack Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2017 after selling out during the quarter.
  • Kovack Advisors sold 6,255 State Street SPDR S&P International Dividend ETF shares in Q3 2017, an estimated $245K.
  • Kovack Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2017 and held it in 1 quarter.
  • Kovack Advisors's State Street SPDR S&P International Dividend ETF position peaked at $245K in Q2 2017.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2017.

Based on Kovack Advisors's 13F filing for Q3 2017, filed 2 Aug 2018.