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Shine Investment Advisory Services’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		– Sell
-200
Closed -$7K – 723
2020
Q2 		$7K Buy
+200
New +$6.44K ﹤0.01% 599

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Shine Investment Advisory Services's DWX Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2020, closing a stake of 200 shares — an estimated $7K sold.

Shine Investment Advisory Services first reported a position in DWX in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 130 funds tracked by Wall St. Rank hold DWX as of Q3 2020.

  • Shine Investment Advisory Services reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 200 State Street SPDR S&P International Dividend ETF shares in Q3 2020, an estimated $7K.
  • Shine Investment Advisory Services first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2020 and held it in 1 quarter.
  • Shine Investment Advisory Services's State Street SPDR S&P International Dividend ETF position peaked at $7K in Q2 2020.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.