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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return