Apriem Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

Apriem Advisors’s Portfolio SDIV Stock Details SDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,000	Closed	-$63K	–	337
2018 Q2	$63K	Buy	+1,000	New	+$62.5K	0.01%	224
2017 Q2	–	Sell	-667	Closed	-$43K	–	471
2017 Q1	$43K	Hold	667	–	–	0.01%	253
2016 Q4	$42K	Hold	667	–	–	0.01%	252
2016 Q3	$43K	Buy	667 +334	+100%	+$21.4K	0.01%	239
2016 Q2	$21K	Hold	333	–	–	0.01%	334
2016 Q1	$20K	Hold	333	–	–	0.01%	313
2015 Q4	$20K	Hold	333	–	–	0.01%	303
2015 Q3	$20K	Hold	333	–	–	0.01%	296
2015 Q2	$22K	Hold	333	–	–	0.01%	310
2015 Q1	$23K	Hold	333	–	–	0.01%	301
2014 Q4	$23K	Hold	333	–	–	0.01%	281
2014 Q3	$24K	Hold	333	–	–	0.01%	283
2014 Q2	$26K	Hold	333	–	–	0.01%	253
2014 Q1	$25K	Hold	333	–	–	0.01%	277
2013 Q4	$23K	Hold	333	–	–	0.01%	281
2013 Q3	$23K	Sell	333 -241	-42%	-$16.1K	0.01%	269
2013 Q2	$37K	Buy	+574	New	+$39.5K	0.02%	221

Other funds holding SDIV

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

LTFS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Apriem Advisors's SDIV Position: Q3 2018 in Review

Apriem Advisors sold out of Global X SuperDividend ETF (SDIV) in Q3 2018, closing a stake of 1,000 shares — an estimated $63K sold.

Apriem Advisors first reported a position in SDIV in Q2 2013 and held it in 17 quarters. The position peaked at $63K in Q2 2018. 97 funds tracked by Wall St. Rank hold SDIV as of Q3 2018.

Apriem Advisors reported no remaining Global X SuperDividend ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,000 Global X SuperDividend ETF shares in Q3 2018, an estimated $63K.
Apriem Advisors first reported a position in Global X SuperDividend ETF in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Global X SuperDividend ETF position peaked at $63K in Q2 2018.
97 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.