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

US 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
2015 Q3	–	Sell	-91	Closed	-$4K	–	573
2015 Q2	$4K	Sell	91 -908	-91%	-$40.2K	﹤0.01%	307
2015 Q1	$42K	Sell	999 -2,609	-72%	-$112K	0.04%	125
2014 Q4	$152K	Buy	+3,608	New	+$160K	0.14%	58

Other funds holding DWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Financial Advisors's DWX Position: Q3 2015 in Review

US Financial Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2015, closing a stake of 91 shares — an estimated $4K sold.

US Financial Advisors first reported a position in DWX in Q4 2014 and held it in 3 quarters. The position peaked at $152K in Q4 2014. 120 funds tracked by Wall St. Rank hold DWX as of Q3 2015.

US Financial Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2015 after selling out during the quarter.
US Financial Advisors sold 91 State Street SPDR S&P International Dividend ETF shares in Q3 2015, an estimated $4K.
US Financial Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2014 and held it in 3 quarters.
US Financial Advisors's State Street SPDR S&P International Dividend ETF position peaked at $152K in Q4 2014.
120 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2015.

Based on US Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.