Wealthcare Advisory Partners’s Davis Select Worldwide ETF DWLD Stock Holding History

Wealthcare Advisory Partners’s Portfolio DWLD Stock Details DWLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-319	Closed	-$8K	–	1500
2019 Q4	$8K	Buy	319 +7	+2%	+$169	﹤0.01%	995
2019 Q3	$7K	Sell	312 -325	-51%	-$7.49K	﹤0.01%	993
2019 Q2	$15K	Hold	637	–	–	﹤0.01%	798
2019 Q1	$15K	Hold	637	–	–	﹤0.01%	723
2018 Q4	$12K	Buy	637 +12	+2%	+$268	﹤0.01%	746
2018 Q3	$16K	Hold	625	–	–	﹤0.01%	731
2018 Q2	$16K	Buy	+625	New	+$16.6K	﹤0.01%	721

Other funds holding DWLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthcare Advisory Partners's DWLD Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Davis Select Worldwide ETF (DWLD) in Q1 2020, closing a stake of 319 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in DWLD in Q2 2018 and held it in 7 quarters. The position peaked at $16K in Q3 2018. 35 funds tracked by Wall St. Rank hold DWLD as of Q1 2020.

Wealthcare Advisory Partners reported no remaining Davis Select Worldwide ETF position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 319 Davis Select Worldwide ETF shares in Q1 2020, an estimated $8K.
Wealthcare Advisory Partners first reported a position in Davis Select Worldwide ETF in Q2 2018 and held it in 7 quarters.
Wealthcare Advisory Partners's Davis Select Worldwide ETF position peaked at $16K in Q3 2018.
35 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.