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Vanguard Capital Wealth Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio DGT Stock Details DGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,205
Closed -$265K – 120
2018
Q1 		$265K Buy
+3,205
New +$279K 0.35% 83

Other funds holding DGT

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Vanguard Capital Wealth Advisors's DGT Position: Q2 2018 in Review

Vanguard Capital Wealth Advisors sold out of State Street SPDR Global Dow ETF (DGT) in Q2 2018, closing a stake of 3,205 shares — an estimated $265K sold.

Vanguard Capital Wealth Advisors first reported a position in DGT in Q1 2018 and held it in 1 quarter. The position peaked at $265K in Q1 2018. 28 funds tracked by Wall St. Rank hold DGT as of Q2 2018.

  • Vanguard Capital Wealth Advisors reported no remaining State Street SPDR Global Dow ETF position as of Q2 2018 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 3,205 State Street SPDR Global Dow ETF shares in Q2 2018, an estimated $265K.
  • Vanguard Capital Wealth Advisors first reported a position in State Street SPDR Global Dow ETF in Q1 2018 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's State Street SPDR Global Dow ETF position peaked at $265K in Q1 2018.
  • 28 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.