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Leavell Investment Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Leavell Investment Management’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
2013
Q4 		– Sell
-6,350
Closed -$296K – 391
2013
Q3 		$296K Hold
6,350
– – 0.05% 305
2013
Q2 		$277K Buy
+6,350
New +$306K 0.05% 305

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Leavell Investment Management's DWX Position: Q4 2013 in Review

Leavell Investment Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2013, closing a stake of 6,350 shares — an estimated $296K sold.

Leavell Investment Management first reported a position in DWX in Q2 2013 and held it in 2 quarters. The position peaked at $296K in Q3 2013. 124 funds tracked by Wall St. Rank hold DWX as of Q4 2013.

  • Leavell Investment Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2013 after selling out during the quarter.
  • Leavell Investment Management sold 6,350 State Street SPDR S&P International Dividend ETF shares in Q4 2013, an estimated $296K.
  • Leavell Investment Management first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and held it in 2 quarters.
  • Leavell Investment Management's State Street SPDR S&P International Dividend ETF position peaked at $296K in Q3 2013.
  • 124 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2013.

Based on Leavell Investment Management's 13F filing for Q4 2013, filed 15 Jan 2014.