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Sugarloaf Wealth Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Sugarloaf Wealth Management’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
2020
Q1 		– Sell
-1,949
Closed -$78K – 694
2019
Q4 		$78K Buy
+1,949
New +$77.6K 0.03% 205

Other funds holding DWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sugarloaf Wealth Management's DWX Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2020, closing a stake of 1,949 shares — an estimated $78K sold.

Sugarloaf Wealth Management first reported a position in DWX in Q4 2019 and held it in 1 quarter. The position peaked at $78K in Q4 2019. 143 funds tracked by Wall St. Rank hold DWX as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,949 State Street SPDR S&P International Dividend ETF shares in Q1 2020, an estimated $78K.
  • Sugarloaf Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $78K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.