SI
DWFI

Stephens Inc’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Stephens Inc’s Portfolio DWFI Stock Details DWFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9,690
Closed -$216K – 1216
2020
Q1 		$216K Buy
+9,690
New +$225K 0.01% 868

Other funds holding DWFI

PFS
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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stephens Inc's DWFI Position: Q2 2020 in Review

Stephens Inc sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q2 2020, closing a stake of 9,690 shares — an estimated $216K sold.

Stephens Inc first reported a position in DWFI in Q1 2020 and held it in 1 quarter. The position peaked at $216K in Q1 2020. 24 funds tracked by Wall St. Rank hold DWFI as of Q2 2020.

  • Stephens Inc reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • Stephens Inc sold 9,690 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q2 2020, an estimated $216K.
  • Stephens Inc first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q1 2020 and held it in 1 quarter.
  • Stephens Inc's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $216K in Q1 2020.
  • 24 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q2 2020.

Based on Stephens Inc's 13F filing for Q2 2020, filed 24 Aug 2020.