Vontobel Swiss Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,858	Closed	-$389K	–	115
2019 Q2	$389K	Sell	3,858 -2,419	-39%	-$242K	0.21%	92
2019 Q1	$624K	Sell	6,277 -29,666	-83%	-$2.85M	0.68%	30
2018 Q4	$3.22M	Sell	35,943 -10,532	-23%	-$993K	2.39%	12
2018 Q3	$4.55M	Sell	46,475 -7,998	-15%	-$775K	2.67%	13
2018 Q2	$5.05M	Sell	54,473 -1,678	-3%	-$155K	2.87%	12
2018 Q1	$5.12M	Buy	56,151 +879	+2%	+$82.1K	2.7%	12
2017 Q4	$5.22M	Sell	55,272 -3,478	-6%	-$326K	3.07%	12
2017 Q3	$5.37M	Buy	58,750 +1,423	+2%	+$127K	3.27%	12
2017 Q2	$5.1M	Buy	57,327 +5,091	+10%	+$451K	3.24%	12
2017 Q1	$4.6M	Buy	52,236 +1,072	+2%	+$93.7K	2.49%	16
2016 Q4	$4.38M	Sell	51,164 -532	-1%	-$44.7K	2.69%	9
2016 Q3	$4.36M	Sell	51,696 -4,865	-9%	-$415K	2.34%	14
2016 Q2	$4.27M	Buy	56,561 +3,170	+6%	+$258K	2.53%	10
2016 Q1	$4.27M	Buy	53,391 +492	+0.9%	+$36.5K	2.27%	12
2015 Q4	$3.89M	Buy	52,899 +128	+0.2%	+$9.76K	2.29%	16
2015 Q3	$3.72M	Sell	52,771 -8,826	-14%	-$664K	2.56%	17
2015 Q2	$4.21M	Buy	61,597 +12,921	+27%	+$1.01M	2.82%	15
2015 Q1	$3.81M	Sell	48,676 -940	-2%	-$73.7K	2.59%	15
2014 Q4	$3.91M	Buy	+49,616	New	+$3.88M	2.86%	12

Other funds holding SDY

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's SDY Position: Q3 2019 in Review

Vontobel Swiss Wealth Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2019, closing a stake of 3,858 shares — an estimated $389K sold.

Vontobel Swiss Wealth Advisors first reported a position in SDY in Q4 2014 and held it in 19 quarters. The position peaked at $5.37M in Q3 2017. 751 funds tracked by Wall St. Rank hold SDY as of Q3 2019.

Vontobel Swiss Wealth Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 3,858 State Street SPDR S&P Dividend ETF shares in Q3 2019, an estimated $389K.
Vontobel Swiss Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 19 quarters.
Vontobel Swiss Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $5.37M in Q3 2017.
751 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.