SIM
WDIV icon

Sonora Investment Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Sonora Investment Management’s Portfolio WDIV Stock Details WDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-210
Closed -$10K – 1891
2020
Q1 		$10K Buy
+210
New +$13.5K ﹤0.01% 1065

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sonora Investment Management's WDIV Position: Q2 2020 in Review

Sonora Investment Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2020, closing a stake of 210 shares — an estimated $10K sold.

Sonora Investment Management first reported a position in WDIV in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 54 funds tracked by Wall St. Rank hold WDIV as of Q2 2020.

  • Sonora Investment Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 210 State Street SPDR S&P Global Dividend ETF shares in Q2 2020, an estimated $10K.
  • Sonora Investment Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2020 and held it in 1 quarter.
  • Sonora Investment Management's State Street SPDR S&P Global Dividend ETF position peaked at $10K in Q1 2020.
  • 54 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.