Steward Partners Investment Advisory’s Davis Select Worldwide ETF DWLD Stock Holding History

Steward Partners Investment Advisory’s Portfolio DWLD Stock Details DWLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-15	Closed	–	–	2615
2019 Q3	$0	Sell	15 -94	-86%	-$2.17K	﹤0.01%	2646
2019 Q2	$2K	Buy	+109	New	+$2.55K	﹤0.01%	2420
2018 Q4	–	Sell	-14,763	Closed	-$379K	–	1107
2018 Q3	$379K	Sell	14,763 -1,781	-11%	-$46.7K	0.02%	570
2018 Q2	$435K	Buy	+16,544	New	+$439K	0.03%	493

Other funds holding DWLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's DWLD Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Davis Select Worldwide ETF (DWLD) in Q4 2019, closing a stake of 15 shares.

Steward Partners Investment Advisory first reported a position in DWLD in Q2 2018 and held it in 4 quarters. The position peaked at $435K in Q2 2018. 39 funds tracked by Wall St. Rank hold DWLD as of Q4 2019.

Steward Partners Investment Advisory reported no remaining Davis Select Worldwide ETF position as of Q4 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 15 Davis Select Worldwide ETF shares in Q4 2019.
Steward Partners Investment Advisory first reported a position in Davis Select Worldwide ETF in Q2 2018 and held it in 4 quarters.
Steward Partners Investment Advisory's Davis Select Worldwide ETF position peaked at $435K in Q2 2018.
39 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.