Optimum Investment Advisors’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Optimum Investment Advisors’s Portfolio EDIV Stock Details EDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-400	Closed	-$12K	–	1046
2018 Q2	$12K	Hold	400	–	–	﹤0.01%	820
2018 Q1	$14K	Buy	+400	New	+$14K	﹤0.01%	767

Other funds holding EDIV

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Optimum Investment Advisors's EDIV Position: Q3 2018 in Review

Optimum Investment Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2018, closing a stake of 400 shares — an estimated $12K sold.

Optimum Investment Advisors first reported a position in EDIV in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 86 funds tracked by Wall St. Rank hold EDIV as of Q3 2018.

Optimum Investment Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2018 after selling out during the quarter.
Optimum Investment Advisors sold 400 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2018, an estimated $12K.
Optimum Investment Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2018 and held it in 2 quarters.
Optimum Investment Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $14K in Q1 2018.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.