Placemark Investments’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Placemark Investments’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
2014 Q4	$342K	Buy	8,148 +788	+11%	+$35K	0.01%	1342
2014 Q3	$339K	Buy	7,360 +909	+14%	+$45.2K	0.01%	1343
2014 Q2	$330K	Buy	6,451 +920	+17%	+$46.6K	0.01%	1344
2014 Q1	$267K	Sell	5,531 -1,707	-24%	-$80.1K	0.01%	1385
2013 Q4	$342K	Sell	7,238 -289	-4%	-$13.6K	0.01%	1289
2013 Q3	$352K	Sell	7,527 -4,244	-36%	-$193K	0.01%	1259
2013 Q2	$513K	Buy	+11,771	New	+$567K	0.01%	1023

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Placemark Investments's DWX Position: Q4 2014 in Review

Placemark Investments increased its State Street SPDR S&P International Dividend ETF (DWX) stake by 11% in Q4 2014, buying an estimated $35K and bringing the position to 8,148 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1342.

Placemark Investments first reported a position in DWX in Q2 2013 and has held it in 7 quarters since. The position peaked at $513K in Q2 2013. 143 funds tracked by Wall St. Rank hold DWX as of Q4 2014.

Placemark Investments held 8,148 shares of State Street SPDR S&P International Dividend ETF worth $342K as of Q4 2014.
Placemark Investments bought 788 State Street SPDR S&P International Dividend ETF shares in Q4 2014, an estimated $35K.
State Street SPDR S&P International Dividend ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1342 holding.
Placemark Investments first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's State Street SPDR S&P International Dividend ETF position peaked at $513K in Q2 2013.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.