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Monument Capital Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Monument Capital Management’s Portfolio WDIV Stock Details WDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,550
Closed -$105K – 306
2018
Q3 		$105K Buy
+1,550
New +$106K 0.06% 101

Other funds holding WDIV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Monument Capital Management's WDIV Position: Q4 2018 in Review

Monument Capital Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2018, closing a stake of 1,550 shares — an estimated $105K sold.

Monument Capital Management first reported a position in WDIV in Q3 2018 and held it in 1 quarter. The position peaked at $105K in Q3 2018. 50 funds tracked by Wall St. Rank hold WDIV as of Q4 2018.

  • Monument Capital Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 1,550 State Street SPDR S&P Global Dividend ETF shares in Q4 2018, an estimated $105K.
  • Monument Capital Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2018 and held it in 1 quarter.
  • Monument Capital Management's State Street SPDR S&P Global Dividend ETF position peaked at $105K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.