Simplicity Solutions’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Simplicity Solutions’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
2019 Q1	–	Sell	-5,881	Closed	-$206K	–	764
2018 Q4	$206K	Buy	+5,881	New	+$212K	0.03%	561
2017 Q3	–	Sell	-72,162	Closed	-$2.82M	–	247
2017 Q2	$2.82M	Buy	72,162 +5,018	+7%	+$196K	0.33%	56
2017 Q1	$2.56M	Buy	67,144 +11,140	+20%	+$416K	0.39%	48
2016 Q4	$2.02M	Buy	56,004 +26,773	+92%	+$966K	0.47%	44
2016 Q3	$1.07M	Buy	29,231 +2,513	+9%	+$91.6K	0.52%	40
2016 Q2	$940K	Buy	26,718 +6,276	+31%	+$222K	0.51%	45
2016 Q1	$717K	Sell	20,442 -25,314	-55%	-$817K	0.44%	64
2015 Q4	$1.53M	Buy	+45,756	New	+$1.61M	0.18%	163

Other funds holding DWX

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

FAAS

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

Simplicity Solutions's DWX Position: Q1 2019 in Review

Simplicity Solutions sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2019, closing a stake of 5,881 shares — an estimated $206K sold.

Simplicity Solutions first reported a position in DWX in Q4 2015 and held it in 8 quarters. The position peaked at $2.82M in Q2 2017. 150 funds tracked by Wall St. Rank hold DWX as of Q1 2019.

Simplicity Solutions reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2019 after selling out during the quarter.
Simplicity Solutions sold 5,881 State Street SPDR S&P International Dividend ETF shares in Q1 2019, an estimated $206K.
Simplicity Solutions first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2015 and held it in 8 quarters.
Simplicity Solutions's State Street SPDR S&P International Dividend ETF position peaked at $2.82M in Q2 2017.
150 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.