SFA
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Spectrum Financial Alliance’s Dropbox DBX Stock Holding History

Spectrum Financial Alliance’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-51
Closed -$1K – 106
2018
Q3 		$1K Buy
+51
New +$1.47K ﹤0.01% 102

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Vanguard Group
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SI
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
HLC
Hunt Lane Capital New York $39.6M AUM 58.74% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return

Spectrum Financial Alliance's DBX Position: Q4 2018 in Review

Spectrum Financial Alliance sold out of Dropbox (DBX) in Q4 2018, closing a stake of 51 shares — an estimated $1K sold.

Spectrum Financial Alliance first reported a position in DBX in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 268 funds tracked by Wall St. Rank hold DBX as of Q4 2018.

  • Spectrum Financial Alliance reported no remaining Dropbox position as of Q4 2018 after selling out during the quarter.
  • Spectrum Financial Alliance sold 51 Dropbox shares in Q4 2018, an estimated $1K.
  • Spectrum Financial Alliance first reported a position in Dropbox in Q3 2018 and held it in 1 quarter.
  • Spectrum Financial Alliance's Dropbox position peaked at $1K in Q3 2018.
  • 268 funds tracked by Wall St. Rank held Dropbox as of Q4 2018.

Based on Spectrum Financial Alliance's 13F filing for Q4 2018, filed 15 Feb 2019.