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

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

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

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return