WFG Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

WFG Advisors’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
2017 Q2	$17K	Hold	430	–	–	﹤0.01%	986
2017 Q1	$16K	Hold	430	–	–	﹤0.01%	938
2016 Q4	$16K	Hold	430	–	–	﹤0.01%	981
2016 Q3	$16K	Hold	430	–	–	﹤0.01%	991
2016 Q2	$15K	Hold	430	–	–	﹤0.01%	979
2016 Q1	$15K	Hold	430	–	–	﹤0.01%	945
2015 Q4	$14K	Hold	430	–	–	﹤0.01%	984
2015 Q3	$15K	Buy	430 +150	+54%	+$5.6K	﹤0.01%	974
2015 Q2	$12K	Hold	280	–	–	﹤0.01%	1124
2015 Q1	$12K	Sell	280 -55	-16%	-$2.35K	﹤0.01%	1140
2014 Q4	$14K	Buy	335 +120	+56%	+$5.33K	﹤0.01%	1338
2014 Q3	$10K	Hold	215	–	–	﹤0.01%	1488
2014 Q2	$11K	Hold	215	–	–	﹤0.01%	1448
2014 Q1	$10K	Sell	215 -24	-10%	-$1.13K	﹤0.01%	1461
2013 Q4	$11K	Hold	239	–	–	﹤0.01%	1542
2013 Q3	$11K	Hold	239	–	–	﹤0.01%	1480
2013 Q2	$10K	Buy	+239	New	+$11.5K	﹤0.01%	1438

Other funds holding DWX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FAAS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

WFG Advisors's DWX Position: Q2 2017 in Review

WFG Advisors held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q2 2017 at 430 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

WFG Advisors first reported a position in DWX in Q2 2013 and has held it in 17 quarters since. 129 funds tracked by Wall St. Rank hold DWX as of Q2 2017.

WFG Advisors held 430 shares of State Street SPDR S&P International Dividend ETF worth $17K as of Q2 2017.
WFG Advisors left its State Street SPDR S&P International Dividend ETF share count unchanged in Q2 2017.
State Street SPDR S&P International Dividend ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #986 holding.
WFG Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and has held it in 17 quarters since.
129 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.