1834 Investment Advisors’s Global X SuperDividend REIT ETF SRET Stock Holding History

1834 Investment Advisors’s Portfolio SRET Stock Details SRET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-317	Closed	-$14K	–	484
2019 Q3	$14K	Buy	+317	New	+$14K	﹤0.01%	352

Other funds holding SRET

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

1834 Investment Advisors's SRET Position: Q4 2019 in Review

1834 Investment Advisors sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2019, closing a stake of 317 shares — an estimated $14K sold.

1834 Investment Advisors first reported a position in SRET in Q3 2019 and held it in 1 quarter. The position peaked at $14K in Q3 2019. 42 funds tracked by Wall St. Rank hold SRET as of Q4 2019.

1834 Investment Advisors reported no remaining Global X SuperDividend REIT ETF position as of Q4 2019 after selling out during the quarter.
1834 Investment Advisors sold 317 Global X SuperDividend REIT ETF shares in Q4 2019, an estimated $14K.
1834 Investment Advisors first reported a position in Global X SuperDividend REIT ETF in Q3 2019 and held it in 1 quarter.
1834 Investment Advisors's Global X SuperDividend REIT ETF position peaked at $14K in Q3 2019.
42 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2019.

Based on 1834 Investment Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.