RIA
DWFI

Realta Investment Advisors’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-2,614
Closed -$61K – 1574
2019
Q4 		$61K Buy
2,614
+3
+0.1% +$70 0.02% 627
2019
Q3 		$62K Buy
+2,611
New +$61.4K 0.02% 618

Other funds holding DWFI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Realta Investment Advisors's DWFI Position: Q1 2020 in Review

Realta Investment Advisors sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q1 2020, closing a stake of 2,614 shares — an estimated $61K sold.

Realta Investment Advisors first reported a position in DWFI in Q3 2019 and held it in 2 quarters. The position peaked at $62K in Q3 2019. 20 funds tracked by Wall St. Rank hold DWFI as of Q1 2020.

  • Realta Investment Advisors reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 2,614 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q1 2020, an estimated $61K.
  • Realta Investment Advisors first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $62K in Q3 2019.
  • 20 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.