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MYCIO Wealth Partners’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

MYCIO Wealth Partners’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
2019
Q4 		– Sell
-434
Closed -$29K – 503
2019
Q3 		$29K Buy
+434
New +$28.8K ﹤0.01% 389

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

MYCIO Wealth Partners's WDIV Position: Q4 2019 in Review

MYCIO Wealth Partners sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2019, closing a stake of 434 shares — an estimated $29K sold.

MYCIO Wealth Partners first reported a position in WDIV in Q3 2019 and held it in 1 quarter. The position peaked at $29K in Q3 2019. 60 funds tracked by Wall St. Rank hold WDIV as of Q4 2019.

  • MYCIO Wealth Partners reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • MYCIO Wealth Partners sold 434 State Street SPDR S&P Global Dividend ETF shares in Q4 2019, an estimated $29K.
  • MYCIO Wealth Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2019 and held it in 1 quarter.
  • MYCIO Wealth Partners's State Street SPDR S&P Global Dividend ETF position peaked at $29K in Q3 2019.
  • 60 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2019.

Based on MYCIO Wealth Partners's 13F filing for Q4 2019, filed 13 Feb 2020.