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United Capital Financial Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

United Capital Financial 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
2017
Q2 		– Sell
-23,078
Closed -$879K – 1283
2017
Q1 		$879K Buy
23,078
+5,876
+34% +$219K 0.01% 776
2016
Q4 		$620K Buy
17,202
+4,651
+37% +$168K 0.01% 879
2016
Q3 		$462K Sell
12,551
-8,607
-41% -$314K ﹤0.01% 987
2016
Q2 		$741K Sell
21,158
-7,113
-25% -$251K 0.01% 820
2016
Q1 		$991K Sell
28,271
-47,427
-63% -$1.53M 0.01% 697
2015
Q4 		$2.52M Sell
75,698
-82,260
-52% -$2.89M 0.03% 504
2015
Q3 		$5.36M Buy
157,958
+94,023
+147% +$3.51M 0.06% 305
2015
Q2 		$2.65M Sell
63,935
-10,262
-14% -$454K 0.03% 513
2015
Q1 		$3.42M Sell
74,197
-28,320
-28% -$1.21M 0.04% 425
2014
Q4 		$4.31M Sell
102,517
-6,295
-6% -$280K 0.06% 277
2014
Q3 		$5.04M Buy
108,812
+27,376
+34% +$1.36M 0.09% 252
2014
Q2 		$4.18M Buy
81,436
+1,555
+2% +$78.7K 0.08% 262
2014
Q1 		$3.88M Buy
79,881
+41,534
+108% +$1.95M 0.08% 242
2013
Q4 		$1.82M Sell
38,347
-35,972
-48% -$1.7M 0.06% 251
2013
Q3 		$3.47M Sell
74,319
-943
-1% -$42.8K 0.11% 181
2013
Q2 		$3.29M Buy
+75,262
New +$3.62M 0.09% 245

Other funds holding DWX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

United Capital Financial Advisors's DWX Position: Q2 2017 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2017, closing a stake of 23,078 shares — an estimated $879K sold.

United Capital Financial Advisors first reported a position in DWX in Q2 2013 and held it in 16 quarters. The position peaked at $5.36M in Q3 2015. 129 funds tracked by Wall St. Rank hold DWX as of Q2 2017.

  • United Capital Financial Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,078 State Street SPDR S&P International Dividend ETF shares in Q2 2017, an estimated $879K.
  • United Capital Financial Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and held it in 16 quarters.
  • United Capital Financial Advisors's State Street SPDR S&P International Dividend ETF position peaked at $5.36M in Q3 2015.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.