WealthOne’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-3,064	Closed	-$107K	–	190
2018 Q4	$107K	Buy	+3,064	New	+$110K	0.09%	111

Other funds holding DWX

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

WealthOne's DWX Position: Q1 2019 in Review

WealthOne sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2019, closing a stake of 3,064 shares — an estimated $107K sold.

WealthOne first reported a position in DWX in Q4 2018 and held it in 1 quarter. The position peaked at $107K in Q4 2018. 150 funds tracked by Wall St. Rank hold DWX as of Q1 2019.

WealthOne reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 3,064 State Street SPDR S&P International Dividend ETF shares in Q1 2019, an estimated $107K.
WealthOne first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2018 and held it in 1 quarter.
WealthOne's State Street SPDR S&P International Dividend ETF position peaked at $107K in Q4 2018.
150 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.