Anchor Investment Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

Anchor Investment Management’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
2020 Q4	–	Sell	-1,005	Closed	-$23.7K	–	952
2020 Q3	$23.7K	Sell	1,005 -6,633	-87%	-$156K	﹤0.01%	544
2020 Q2	$179K	Sell	7,638 -57	-0.7%	-$1.23K	0.04%	286
2020 Q1	$152K	Hold	7,695	–	–	0.04%	290
2019 Q4	$355K	Buy	7,695 +57	+0.7%	+$2.59K	0.08%	209
2019 Q3	$345K	Hold	7,638	–	–	0.08%	208
2019 Q2	$340K	Hold	7,638	–	–	0.08%	215
2019 Q1	$344K	Hold	7,638	–	–	0.09%	206
2018 Q4	$311K	Hold	7,638	–	–	0.09%	207
2018 Q3	$348K	Hold	7,638	–	–	0.08%	222
2018 Q2	$351K	Hold	7,638	–	–	0.09%	221
2018 Q1	$329K	Buy	7,638 +6,633	+660%	+$291K	0.09%	227
2017 Q4	$46.9K	Hold	1,005	–	–	0.01%	471
2017 Q3	$46.9K	Buy	+1,005	New	+$46.4K	0.01%	459

Other funds holding SRET

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Anchor Investment Management's SRET Position: Q4 2020 in Review

Anchor Investment Management sold out of Global X SuperDividend REIT ETF (SRET) in Q4 2020, closing a stake of 1,005 shares — an estimated $23.7K sold.

Anchor Investment Management first reported a position in SRET in Q3 2017 and held it in 13 quarters. The position peaked at $355K in Q4 2019. 37 funds tracked by Wall St. Rank hold SRET as of Q4 2020.

Anchor Investment Management reported no remaining Global X SuperDividend REIT ETF position as of Q4 2020 after selling out during the quarter.
Anchor Investment Management sold 1,005 Global X SuperDividend REIT ETF shares in Q4 2020, an estimated $23.7K.
Anchor Investment Management first reported a position in Global X SuperDividend REIT ETF in Q3 2017 and held it in 13 quarters.
Anchor Investment Management's Global X SuperDividend REIT ETF position peaked at $355K in Q4 2019.
37 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.