Sheets Smith Wealth Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Sheets Smith Wealth Management’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
2014 Q3	–	Sell	-5,000	Closed	-$257K	–	260
2014 Q2	$257K	Sell	5,000 -100	-2%	-$5.06K	0.07%	217
2014 Q1	$248K	Hold	5,100	–	–	0.07%	209
2013 Q4	$242K	Hold	5,100	–	–	0.07%	226
2013 Q3	$238K	Hold	5,100	–	–	0.08%	212
2013 Q2	$223K	Buy	+5,100	New	+$246K	0.08%	208

Other funds holding DWX

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FBT

Founders Bank & Trust Grand Rapids, Michigan $190M AUM 7.04% 1-Year Est. Return

Sheets Smith Wealth Management's DWX Position: Q3 2014 in Review

Sheets Smith Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2014, closing a stake of 5,000 shares — an estimated $257K sold.

Sheets Smith Wealth Management first reported a position in DWX in Q2 2013 and held it in 5 quarters. The position peaked at $257K in Q2 2014. 132 funds tracked by Wall St. Rank hold DWX as of Q3 2014.

Sheets Smith Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2014 after selling out during the quarter.
Sheets Smith Wealth Management sold 5,000 State Street SPDR S&P International Dividend ETF shares in Q3 2014, an estimated $257K.
Sheets Smith Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and held it in 5 quarters.
Sheets Smith Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $257K in Q2 2014.
132 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2014, filed 17 Nov 2014.