WA
DWX icon

WealthTrust-Arizona’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$30K Hold
848
– – 0.02% 206
2018
Q3 		$32K Buy
+848
New +$32.7K 0.02% 212

Other funds holding DWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthTrust-Arizona's DWX Position: Q4 2018 in Review

WealthTrust-Arizona held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q4 2018 at 848 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #206.

WealthTrust-Arizona first reported a position in DWX in Q3 2018 and has held it in 2 quarters since. The position peaked at $32K in Q3 2018. 145 funds tracked by Wall St. Rank hold DWX as of Q4 2018.

  • WealthTrust-Arizona held 848 shares of State Street SPDR S&P International Dividend ETF worth $30K as of Q4 2018.
  • WealthTrust-Arizona left its State Street SPDR S&P International Dividend ETF share count unchanged in Q4 2018.
  • State Street SPDR S&P International Dividend ETF made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #206 holding.
  • WealthTrust-Arizona first reported a position in State Street SPDR S&P International Dividend ETF in Q3 2018 and has held it in 2 quarters since.
  • WealthTrust-Arizona's State Street SPDR S&P International Dividend ETF position peaked at $32K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.