Pinnacle Wealth Management Advisory Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2020 Q1	–	Sell	-7,295	Closed	-$293K	–	171
2019 Q4	$293K	Hold	7,295	–	–	0.11%	151
2019 Q3	$284K	Hold	7,295	–	–	0.12%	144
2019 Q2	$287K	Buy	+7,295	New	+$282K	0.12%	149
2018 Q4	–	Sell	-9,895	Closed	-$375K	–	166
2018 Q3	$375K	Buy	9,895 +1,610	+19%	+$62K	0.19%	110
2018 Q2	$317K	Sell	8,285 -125	-1%	-$4.95K	0.17%	110
2018 Q1	$337K	Sell	8,410 -200	-2%	-$8.2K	0.19%	104
2017 Q4	$355K	Buy	8,610 +800	+10%	+$32.5K	0.2%	102
2017 Q3	$315K	Buy	7,810 +700	+10%	+$28.2K	0.18%	111
2017 Q2	$278K	Buy	+7,110	New	+$278K	0.17%	117

Other funds holding DWX

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

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

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

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

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

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

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

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

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

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

Pinnacle Wealth Management Advisory Group's DWX Position: Q1 2020 in Review

Pinnacle Wealth Management Advisory Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2020, closing a stake of 7,295 shares — an estimated $293K sold.

Pinnacle Wealth Management Advisory Group first reported a position in DWX in Q2 2017 and held it in 9 quarters. The position peaked at $375K in Q3 2018. 143 funds tracked by Wall St. Rank hold DWX as of Q1 2020.

Pinnacle Wealth Management Advisory Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2020 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 7,295 State Street SPDR S&P International Dividend ETF shares in Q1 2020, an estimated $293K.
Pinnacle Wealth Management Advisory Group first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2017 and held it in 9 quarters.
Pinnacle Wealth Management Advisory Group's State Street SPDR S&P International Dividend ETF position peaked at $375K in Q3 2018.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2020.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2020, filed 8 May 2020.