WMA
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Wealth Management Associates’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Wealth Management Associates’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
2020
Q2 		– Sell
-18,700
Closed -$415K – 151
2020
Q1 		$415K Buy
18,700
+854
+5% +$24.1K 0.42% 57
2019
Q4 		$573K Buy
17,846
+3,335
+23% +$103K 0.41% 59
2019
Q3 		$433K Buy
14,511
+227
+2% +$7.05K 0.35% 74
2019
Q2 		$466K Sell
14,284
-1,296
-8% -$41.3K 0.46% 52
2019
Q1 		$493K Sell
15,580
-537
-3% -$17K 0.54% 46
2018
Q4 		$481K Buy
+16,117
New +$477K 0.65% 37

Other funds holding EDIV

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AWM
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SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return