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

Narwhal Capital 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
2019 Q4	–	Sell	-6,879	Closed	-$268K	–	142
2019 Q3	$268K	Sell	6,879 -264	-4%	-$10.2K	0.05%	120
2019 Q2	$281K	Buy	7,143 +20	+0.3%	+$773	0.06%	117
2019 Q1	$271K	Buy	+7,123	New	+$265K	0.06%	129

Other funds holding DWX

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Narwhal Capital Management's DWX Position: Q4 2019 in Review

Narwhal Capital Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2019, closing a stake of 6,879 shares — an estimated $268K sold.

Narwhal Capital Management first reported a position in DWX in Q1 2019 and held it in 3 quarters. The position peaked at $281K in Q2 2019. 160 funds tracked by Wall St. Rank hold DWX as of Q4 2019.

Narwhal Capital Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2019 after selling out during the quarter.
Narwhal Capital Management sold 6,879 State Street SPDR S&P International Dividend ETF shares in Q4 2019, an estimated $268K.
Narwhal Capital Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2019 and held it in 3 quarters.
Narwhal Capital Management's State Street SPDR S&P International Dividend ETF position peaked at $281K in Q2 2019.
160 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2019.

Based on Narwhal Capital Management's 13F filing for Q4 2019, filed 31 Jan 2020.