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United Capital Financial Advisors’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

United Capital Financial Advisors’s Portfolio EDIV Stock Details EDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-6,368
Closed -$217K – 1245
2014
Q4 		$217K Buy
+6,368
New +$226K ﹤0.01% 1077

Other funds holding EDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's EDIV Position: Q1 2015 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2015, closing a stake of 6,368 shares — an estimated $217K sold.

United Capital Financial Advisors first reported a position in EDIV in Q4 2014 and held it in 1 quarter. The position peaked at $217K in Q4 2014. 64 funds tracked by Wall St. Rank hold EDIV as of Q1 2015.

  • United Capital Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,368 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2015, an estimated $217K.
  • United Capital Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $217K in Q4 2014.
  • 64 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.