Sargent Bickham Lagudis’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Sargent Bickham Lagudis’s Portfolio EDIV Stock Details EDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-366	Closed	-$11K	–	763
2018 Q2	$11K	Hold	366	–	–	﹤0.01%	568
2018 Q1	$13K	Hold	366	–	–	﹤0.01%	538
2017 Q4	$12K	Hold	366	–	–	﹤0.01%	572
2017 Q3	$11K	Hold	366	–	–	﹤0.01%	594
2017 Q2	$11K	Hold	366	–	–	﹤0.01%	557
2017 Q1	$11K	Hold	366	–	–	﹤0.01%	574
2016 Q4	$10K	Hold	366	–	–	﹤0.01%	556
2016 Q3	$10K	Hold	366	–	–	﹤0.01%	572
2016 Q2	$10K	Sell	366 -168	-31%	-$4.39K	﹤0.01%	544
2016 Q1	$14K	Buy	+534	New	+$12.7K	﹤0.01%	521

Other funds holding EDIV

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Sargent Bickham Lagudis's EDIV Position: Q3 2018 in Review

Sargent Bickham Lagudis sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2018, closing a stake of 366 shares — an estimated $11K sold.

Sargent Bickham Lagudis first reported a position in EDIV in Q1 2016 and held it in 10 quarters. The position peaked at $14K in Q1 2016. 86 funds tracked by Wall St. Rank hold EDIV as of Q3 2018.

Sargent Bickham Lagudis reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 366 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2018, an estimated $11K.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2016 and held it in 10 quarters.
Sargent Bickham Lagudis's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $14K in Q1 2016.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2018, filed 13 Sep 2021.