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Winthrop Advisory Group’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Winthrop Advisory Group’s Portfolio HDEF Stock Details HDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-18,448
Closed -$377K – 136
2020
Q3 		$377K Buy
+18,448
New +$386K 0.12% 66

Other funds holding HDEF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Brightworth Atlanta, Georgia $933M AUM 15.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winthrop Advisory Group's HDEF Position: Q4 2020 in Review

Winthrop Advisory Group sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q4 2020, closing a stake of 18,448 shares — an estimated $377K sold.

Winthrop Advisory Group first reported a position in HDEF in Q3 2020 and held it in 1 quarter. The position peaked at $377K in Q3 2020. 27 funds tracked by Wall St. Rank hold HDEF as of Q4 2020.

  • Winthrop Advisory Group reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Winthrop Advisory Group sold 18,448 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q4 2020, an estimated $377K.
  • Winthrop Advisory Group first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2020 and held it in 1 quarter.
  • Winthrop Advisory Group's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $377K in Q3 2020.
  • 27 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q4 2020.

Based on Winthrop Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.