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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return