OneDigital Investment Advisors’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

OneDigital Investment Advisors’s Portfolio DWFI Stock Details DWFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,561	Closed	-$201K	–	655
2019 Q4	$201K	Sell	8,561 -533	-6%	-$12.5K	0.02%	524
2019 Q3	$214K	Sell	9,094 -144	-2%	-$3.39K	0.02%	478
2019 Q2	$217K	Sell	9,238 -2,272	-20%	-$52.8K	0.02%	390
2019 Q1	$266K	Sell	11,510 -10,123	-47%	-$231K	0.04%	243
2018 Q4	$480K	Buy	+21,633	New	+$491K	0.08%	164

Other funds holding DWFI

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

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

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

OneDigital Investment Advisors's DWFI Position: Q1 2020 in Review

OneDigital Investment Advisors sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2020, closing a stake of 8,561 shares — an estimated $201K sold.

OneDigital Investment Advisors first reported a position in DWFI in Q4 2018 and held it in 5 quarters. The position peaked at $480K in Q4 2018. 20 funds tracked by Wall St. Rank hold DWFI as of Q1 2020.

OneDigital Investment Advisors reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 8,561 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2020, an estimated $201K.
OneDigital Investment Advisors first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2018 and held it in 5 quarters.
OneDigital Investment Advisors's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $480K in Q4 2018.
20 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2020.

Based on OneDigital Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.