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OneDigital Investment Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

OneDigital Investment Advisors’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
2017
Q4 		– Sell
-80
Closed -$5K – 1276
2017
Q3 		$5K Buy
80
+1
+1% +$67 ﹤0.01% 895
2017
Q2 		$5K Buy
+79
New +$5.22K ﹤0.01% 1064

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

OneDigital Investment Advisors's WDIV Position: Q4 2017 in Review

OneDigital Investment Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2017, closing a stake of 80 shares — an estimated $5K sold.

OneDigital Investment Advisors first reported a position in WDIV in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 39 funds tracked by Wall St. Rank hold WDIV as of Q4 2017.

  • OneDigital Investment Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 80 State Street SPDR S&P Global Dividend ETF shares in Q4 2017, an estimated $5K.
  • OneDigital Investment Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2017 and held it in 2 quarters.
  • OneDigital Investment Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $5K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2017.

Based on OneDigital Investment Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.