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Weatherstone Capital Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Weatherstone Capital Management’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
-87,275
Closed -$3.31M – 100
2018
Q4 		$3.31M Buy
+87,275
New +$3.15M 0.81% 28

Other funds holding DWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $871B AUM 31.28% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Weatherstone Capital Management's DWX Position: Q1 2019 in Review

Weatherstone Capital Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2019, closing a stake of 87,275 shares — an estimated $3.31M sold.

Weatherstone Capital Management first reported a position in DWX in Q4 2018 and held it in 1 quarter. The position peaked at $3.31M in Q4 2018. 150 funds tracked by Wall St. Rank hold DWX as of Q1 2019.

  • Weatherstone Capital Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 87,275 State Street SPDR S&P International Dividend ETF shares in Q1 2019, an estimated $3.31M.
  • Weatherstone Capital Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's State Street SPDR S&P International Dividend ETF position peaked at $3.31M 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 Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.