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

MinichMacGregor Wealth 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
2018 Q4	–	Sell	-387	Closed	-$14K	–	200
2018 Q3	$14K	Hold	387	–	–	0.01%	269
2018 Q2	$14K	Sell	387 -600	-61%	-$23.7K	0.01%	256
2018 Q1	$39K	Sell	987 -294	-23%	-$12.1K	0.03%	128
2017 Q4	$52K	Hold	1,281	–	–	0.04%	113
2017 Q3	$51K	Hold	1,281	–	–	0.04%	105
2017 Q2	$50K	Buy	1,281 +681	+114%	+$26.6K	0.04%	103
2017 Q1	$22K	Buy	+600	New	+$22.4K	0.02%	171

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAAS

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MinichMacGregor Wealth Management's DWX Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2018, closing a stake of 387 shares — an estimated $14K sold.

MinichMacGregor Wealth Management first reported a position in DWX in Q1 2017 and held it in 7 quarters. The position peaked at $52K in Q4 2017. 145 funds tracked by Wall St. Rank hold DWX as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 387 State Street SPDR S&P International Dividend ETF shares in Q4 2018, an estimated $14K.
MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2017 and held it in 7 quarters.
MinichMacGregor Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $52K in Q4 2017.
145 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.