Swaine & Leidel Wealth Services’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Swaine & Leidel Wealth Services’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
2019 Q2	–	Sell	-91,828	Closed	-$3.49M	–	65
2019 Q1	$3.49M	Buy	91,828 +27,045	+42%	+$1.01M	4.42%	3
2018 Q4	$2.41M	Buy	+64,783	New	+$2.34M	3.83%	3

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Swaine & Leidel Wealth Services's DWX Position: Q2 2019 in Review

Swaine & Leidel Wealth Services sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2019, closing a stake of 91,828 shares — an estimated $3.49M sold.

Swaine & Leidel Wealth Services first reported a position in DWX in Q4 2018 and held it in 2 quarters. The position peaked at $3.49M in Q1 2019. 146 funds tracked by Wall St. Rank hold DWX as of Q2 2019.

Swaine & Leidel Wealth Services reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2019 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 91,828 State Street SPDR S&P International Dividend ETF shares in Q2 2019, an estimated $3.49M.
Swaine & Leidel Wealth Services first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2018 and held it in 2 quarters.
Swaine & Leidel Wealth Services's State Street SPDR S&P International Dividend ETF position peaked at $3.49M in Q1 2019.
146 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2019, filed 8 Aug 2019.