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

Whitener 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 Q4	–	Sell	-1,657	Closed	-$64K	–	216
2019 Q3	$64K	Hold	1,657	–	–	0.04%	201
2019 Q2	$65K	Hold	1,657	–	–	0.04%	201
2019 Q1	$63K	Hold	1,657	–	–	0.04%	193
2018 Q4	$57K	Sell	1,657 -3,505	-68%	-$126K	0.04%	185
2018 Q3	$195K	Sell	5,162 -1,107	-18%	-$42.6K	0.13%	125
2018 Q2	$240K	Hold	6,269	–	–	0.19%	110
2018 Q1	$251K	Hold	6,269	–	–	0.19%	105
2017 Q4	$258K	Buy	+6,269	New	+$255K	0.22%	99

Other funds holding DWX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whitener Capital Management's DWX Position: Q4 2019 in Review

Whitener Capital Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2019, closing a stake of 1,657 shares — an estimated $64K sold.

Whitener Capital Management first reported a position in DWX in Q4 2017 and held it in 8 quarters. The position peaked at $258K in Q4 2017. 160 funds tracked by Wall St. Rank hold DWX as of Q4 2019.

Whitener Capital Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 1,657 State Street SPDR S&P International Dividend ETF shares in Q4 2019, an estimated $64K.
Whitener Capital Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2017 and held it in 8 quarters.
Whitener Capital Management's State Street SPDR S&P International Dividend ETF position peaked at $258K in Q4 2017.
160 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.