Private Advisory Group’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Private Advisory Group’s Portfolio DWFI Stock Details DWFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-14,108	Closed	-$313K	–	159
2019 Q1	$313K	Hold	14,108	–	–	0.18%	107
2018 Q4	$313K	Buy	14,108 +1,045	+8%	+$23.7K	0.18%	107
2018 Q3	$300K	Sell	13,063 -479	-4%	-$11.3K	0.15%	104
2018 Q2	$321K	Buy	13,542 +1,477	+12%	+$35.9K	0.16%	113
2018 Q1	$303K	Buy	12,065 +2,882	+31%	+$72.8K	0.19%	86
2017 Q4	$232K	Buy	+9,183	New	+$234K	0.13%	123

Other funds holding DWFI

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Private Advisory Group's DWFI Position: Q2 2019 in Review

Private Advisory Group sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q2 2019, closing a stake of 14,108 shares — an estimated $313K sold.

Private Advisory Group first reported a position in DWFI in Q4 2017 and held it in 6 quarters. The position peaked at $321K in Q2 2018. 19 funds tracked by Wall St. Rank hold DWFI as of Q2 2019.

Private Advisory Group reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q2 2019 after selling out during the quarter.
Private Advisory Group sold 14,108 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q2 2019, an estimated $313K.
Private Advisory Group first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q4 2017 and held it in 6 quarters.
Private Advisory Group's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $321K in Q2 2018.
19 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q2 2019.

Based on Private Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.