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WFG Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

WFG Advisors’s Portfolio DGT Stock Details DGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-8
Closed -$1K – 1991
2014
Q1 		$1K Hold
8
– – ﹤0.01% 1879
2013
Q4 		$1K Buy
+8
New +$537 ﹤0.01% 2066

Other funds holding DGT

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

WFG Advisors's DGT Position: Q2 2014 in Review

WFG Advisors sold out of State Street SPDR Global Dow ETF (DGT) in Q2 2014, closing a stake of 8 shares — an estimated $1K sold.

WFG Advisors first reported a position in DGT in Q4 2013 and held it in 2 quarters. The position peaked at $1K in Q1 2014. 23 funds tracked by Wall St. Rank hold DGT as of Q2 2014.

  • WFG Advisors reported no remaining State Street SPDR Global Dow ETF position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 8 State Street SPDR Global Dow ETF shares in Q2 2014, an estimated $1K.
  • WFG Advisors first reported a position in State Street SPDR Global Dow ETF in Q4 2013 and held it in 2 quarters.
  • WFG Advisors's State Street SPDR Global Dow ETF position peaked at $1K in Q1 2014.
  • 23 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.