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

WealthPLAN Partners’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
2016 Q3	$15.7K	Hold	430	–	–	0.01%	525
2016 Q2	$15.1K	Buy	+430	New	+$15.2K	﹤0.01%	1555
2015 Q4	$3.34K	Buy	+100	New	+$3.52K	﹤0.01%	1423

Other funds holding DWX

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FAAS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MWM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RJA

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

WealthPLAN Partners's DWX Position: Q3 2016 in Review

WealthPLAN Partners held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q3 2016 at 430 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #525.

WealthPLAN Partners first reported a position in DWX in Q4 2015 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold DWX as of Q3 2016.

WealthPLAN Partners held 430 shares of State Street SPDR S&P International Dividend ETF worth $15.7K as of Q3 2016.
WealthPLAN Partners left its State Street SPDR S&P International Dividend ETF share count unchanged in Q3 2016.
State Street SPDR S&P International Dividend ETF made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #525 holding.
WealthPLAN Partners first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2015 and has held it in 3 quarters since.
116 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.