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WealthPLAN Partners’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$3.03K Hold
110
– – ﹤0.01% 802
2016
Q2 		$2.96K Buy
+110
New +$2.87K ﹤0.01% 2144
2015
Q4 		$2.61K Buy
+110
New +$2.83K ﹤0.01% 1460

Other funds holding EDIV

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's EDIV Position: Q3 2016 in Review

WealthPLAN Partners held its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) position steady in Q3 2016 at 110 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

WealthPLAN Partners first reported a position in EDIV in Q4 2015 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold EDIV as of Q3 2016.

  • WealthPLAN Partners held 110 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $3.03K as of Q3 2016.
  • WealthPLAN Partners left its State Street SPDR S&P Emerging Markets Dividend ETF share count unchanged in Q3 2016.
  • State Street SPDR S&P Emerging Markets Dividend ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #802 holding.
  • WealthPLAN Partners first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2015 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2016.

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