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Signature Estate & Investment Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Signature Estate & Investment Advisors’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
Q2 		– Sell
-28,770
Closed -$882K – 143
2020
Q1 		$882K Sell
28,770
-405
-1% -$15K 0.07% 91
2019
Q4 		$1.17M Sell
29,175
-1,266
-4% -$50.4K 0.07% 97
2019
Q3 		$1.19M Sell
30,441
-2,532
-8% -$98.2K 0.08% 95
2019
Q2 		$1.3M Sell
32,973
-1,066
-3% -$41.2K 0.09% 90
2019
Q1 		$1.29M Sell
34,039
-2,871
-8% -$107K 0.09% 87
2018
Q4 		$1.29M Buy
36,910
+511
+1% +$18.4K 0.11% 77
2018
Q3 		$1.38M Sell
36,399
-69
-0.2% -$2.66K 0.12% 68
2018
Q2 		$1.4M Sell
36,468
-2,881
-7% -$114K 0.13% 69
2018
Q1 		$1.58M Buy
39,349
+5,373
+16% +$220K 0.16% 70
2017
Q4 		$1.4M Buy
33,976
+1,476
+5% +$60K 0.14% 75
2017
Q3 		$1.31M Buy
32,500
+57
+0.2% +$2.3K 0.15% 70
2017
Q2 		$1.27M Sell
32,443
-2,268
-7% -$88.6K 0.15% 68
2017
Q1 		$1.32M Sell
34,711
-1,866
-5% -$69.7K 0.17% 62
2016
Q4 		$1.32M Buy
36,577
+1,536
+4% +$55.4K 0.18% 63
2016
Q3 		$1.29M Sell
35,041
-2,720
-7% -$99.2K 0.19% 58
2016
Q2 		$1.33M Sell
37,761
-1,907
-5% -$67.3K 0.21% 57
2016
Q1 		$1.39M Sell
39,668
-4,692
-11% -$151K 0.23% 61
2015
Q4 		$1.48M Buy
44,360
+607
+1% +$21.4K 0.26% 60
2015
Q3 		$1.49M Buy
+43,753
New +$1.63M 0.31% 50
2014
Q3 		– Sell
-15,931
Closed -$817K – 71
2014
Q2 		$817K Sell
15,931
-3,433
-18% -$174K 0.29% 49
2014
Q1 		$941K Sell
19,364
-13,416
-41% -$630K 0.37% 44
2013
Q4 		$1.55M Buy
32,780
+1,532
+5% +$72.3K 0.77% 33
2013
Q3 		$1.46M Buy
31,248
+11,838
+61% +$537K 0.84% 32
2013
Q2 		$847K Buy
+19,410
New +$934K 0.61% 32

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signature Estate & Investment Advisors's DWX Position: Q2 2020 in Review

Signature Estate & Investment Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2020, closing a stake of 28,770 shares — an estimated $882K sold.

Signature Estate & Investment Advisors first reported a position in DWX in Q2 2013 and held it in 24 quarters. The position peaked at $1.58M in Q1 2018. 127 funds tracked by Wall St. Rank hold DWX as of Q2 2020.

  • Signature Estate & Investment Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 28,770 State Street SPDR S&P International Dividend ETF shares in Q2 2020, an estimated $882K.
  • Signature Estate & Investment Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and held it in 24 quarters.
  • Signature Estate & Investment Advisors's State Street SPDR S&P International Dividend ETF position peaked at $1.58M in Q1 2018.
  • 127 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2020.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.