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

West Oak Capital’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
2020
Q4 		– Sell
-45
Closed -$2K – 325
2020
Q3 		$2K Hold
45
– – ﹤0.01% 265
2020
Q2 		$1K Buy
+45
New +$1.45K ﹤0.01% 275

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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
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 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

West Oak Capital's DWX Position: Q4 2020 in Review

West Oak Capital sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2020, closing a stake of 45 shares — an estimated $2K sold.

West Oak Capital first reported a position in DWX in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 138 funds tracked by Wall St. Rank hold DWX as of Q4 2020.

  • West Oak Capital reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • West Oak Capital sold 45 State Street SPDR S&P International Dividend ETF shares in Q4 2020, an estimated $2K.
  • West Oak Capital first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2020 and held it in 2 quarters.
  • West Oak Capital's State Street SPDR S&P International Dividend ETF position peaked at $2K in Q3 2020.
  • 138 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2020.

Based on West Oak Capital's 13F filing for Q4 2020, filed 8 Jan 2021.