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

TCI Wealth Advisors’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 Q2	–	Sell	-3,497	Closed	-$107K	–	1505
2020 Q1	$107K	Hold	3,497	–	–	0.05%	195
2019 Q4	$141K	Sell	3,497 -449	-11%	-$17.9K	0.05%	212
2019 Q3	$154K	Hold	3,946	–	–	0.07%	166
2019 Q2	$155K	Hold	3,946	–	–	0.07%	167
2019 Q1	$150K	Buy	3,946 +2,664	+208%	+$99.1K	0.07%	183
2018 Q4	$45K	Hold	1,282	–	–	0.02%	328
2018 Q3	$49K	Hold	1,282	–	–	0.02%	345
2018 Q2	$49K	Hold	1,282	–	–	0.02%	322
2018 Q1	$51K	Hold	1,282	–	–	0.02%	328
2017 Q4	$53K	Hold	1,282	–	–	0.02%	334
2017 Q3	$52K	Hold	1,282	–	–	0.03%	306
2017 Q2	$50K	Sell	1,282 -398	-24%	-$15.6K	0.03%	303
2017 Q1	$64K	Hold	1,680	–	–	0.03%	270
2016 Q4	$61K	Hold	1,680	–	–	0.03%	299
2016 Q3	$62K	Hold	1,680	–	–	0.03%	278
2016 Q2	$59K	Hold	1,680	–	–	0.03%	276
2016 Q1	$59K	Hold	1,680	–	–	0.03%	276
2015 Q4	$56K	Buy	+1,680	New	+$59.1K	0.03%	288

Other funds holding DWX

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCI Wealth Advisors's DWX Position: Q2 2020 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2020, closing a stake of 3,497 shares — an estimated $107K sold.

TCI Wealth Advisors first reported a position in DWX in Q4 2015 and held it in 18 quarters. The position peaked at $155K in Q2 2019. 127 funds tracked by Wall St. Rank hold DWX as of Q2 2020.

TCI Wealth Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2020 after selling out during the quarter.
TCI Wealth Advisors sold 3,497 State Street SPDR S&P International Dividend ETF shares in Q2 2020, an estimated $107K.
TCI Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2015 and held it in 18 quarters.
TCI Wealth Advisors's State Street SPDR S&P International Dividend ETF position peaked at $155K in Q2 2019.
127 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.