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UCFA
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
FAAS
First Allied Advisory Services
San Diego, California
$2.98B AUM
15.89%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JCM
Janney Capital Management
Pittsburgh, Pennsylvania
$1.59B AUM
23.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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