SWS Partners’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

SWS Partners’s Portfolio WDIV Stock Details WDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$1.82M	Sell	29,379 -924	-3%	-$60.2K	1.38%	23
2018 Q3	$2.06M	Hold	30,303	–	–	1.31%	35
2018 Q2	$2.04M	Sell	30,303 -997	-3%	-$68.5K	1.44%	23
2018 Q1	$2.12M	Sell	31,300 -984	-3%	-$69K	1.56%	11
2017 Q4	$2.29M	Buy	+32,284	New	+$2.23M	1.72%	11

Other funds holding WDIV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SWS Partners's WDIV Position: Q4 2018 in Review

SWS Partners reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 3% in Q4 2018, selling an estimated $60.2K and leaving 29,379 shares worth $1.82M. The position accounts for 1.38% of the portfolio, ranked #23.

SWS Partners first reported a position in WDIV in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.29M in Q4 2017. 50 funds tracked by Wall St. Rank hold WDIV as of Q4 2018.

SWS Partners held 29,379 shares of State Street SPDR S&P Global Dividend ETF worth $1.82M as of Q4 2018.
SWS Partners sold 924 State Street SPDR S&P Global Dividend ETF shares in Q4 2018, an estimated $60.2K.
State Street SPDR S&P Global Dividend ETF made up 1.38% of SWS Partners's portfolio in Q4 2018, its #23 holding.
SWS Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2017 and has held it in 5 quarters since.
SWS Partners's State Street SPDR S&P Global Dividend ETF position peaked at $2.29M in Q4 2017.
50 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2018.

Based on SWS Partners's 13F filing for Q4 2018, filed 4 Feb 2019.