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River Wealth Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

River Wealth Advisors’s Portfolio WDIV Stock Details WDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9
Closed -$1K – 504
2018
Q4 		$1K Hold
9
– – ﹤0.01% 530
2018
Q3 		$1K Hold
9
– – ﹤0.01% 565
2018
Q2 		$1K Buy
+9
New +$619 ﹤0.01% 564

Other funds holding WDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

River Wealth Advisors's WDIV Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2019, closing a stake of 9 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in WDIV in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 48 funds tracked by Wall St. Rank hold WDIV as of Q1 2019.

  • River Wealth Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 9 State Street SPDR S&P Global Dividend ETF shares in Q1 2019, an estimated $1K.
  • River Wealth Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $1K in Q4 2018.
  • 48 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.