Moneta Group Investment Advisors’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Moneta Group Investment Advisors’s Portfolio EDIV Stock Details EDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-654	Closed	-$23K	–	455
2018 Q1	$23K	Hold	654	–	–	﹤0.01%	380
2017 Q4	$21K	Buy	+654	New	+$20.2K	﹤0.01%	315

Other funds holding EDIV

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Moneta Group Investment Advisors's EDIV Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2018, closing a stake of 654 shares — an estimated $23K sold.

Moneta Group Investment Advisors first reported a position in EDIV in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 90 funds tracked by Wall St. Rank hold EDIV as of Q2 2018.

Moneta Group Investment Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 654 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2018, an estimated $23K.
Moneta Group Investment Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2017 and held it in 2 quarters.
Moneta Group Investment Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $23K in Q1 2018.
90 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.