Plante Moran Financial Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Plante Moran Financial Advisors’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 Q2	–	Sell	-2,947	Closed	-$90K	–	775
2020 Q1	$90K	Buy	2,947 +1,627	+123%	+$60.3K	0.04%	200
2019 Q4	$53K	Hold	1,320	–	–	0.02%	316
2019 Q3	$51K	Hold	1,320	–	–	0.01%	334
2019 Q2	$52K	Sell	1,320 -573	-30%	-$22.1K	0.02%	334
2019 Q1	$72K	Buy	+1,893	New	+$70.4K	0.02%	264

Other funds holding DWX

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plante Moran Financial Advisors's DWX Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2020, closing a stake of 2,947 shares — an estimated $90K sold.

Plante Moran Financial Advisors first reported a position in DWX in Q1 2019 and held it in 5 quarters. The position peaked at $90K in Q1 2020. 127 funds tracked by Wall St. Rank hold DWX as of Q2 2020.

Plante Moran Financial Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2020 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,947 State Street SPDR S&P International Dividend ETF shares in Q2 2020, an estimated $90K.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2019 and held it in 5 quarters.
Plante Moran Financial Advisors's State Street SPDR S&P International Dividend ETF position peaked at $90K in Q1 2020.
127 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.