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Asset Planning Services (Pennsylvania)’s Global X SuperDividend US ETF DIV Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio DIV Stock Details DIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$7K – 287
2016
Q4 		$7K Buy
+300
New +$7.28K 0.01% 220

Other funds holding DIV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DIV Position: Q1 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Global X SuperDividend US ETF (DIV) in Q1 2017, closing a stake of 300 shares — an estimated $7K sold.

Asset Planning Services (Pennsylvania) first reported a position in DIV in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 44 funds tracked by Wall St. Rank hold DIV as of Q1 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Global X SuperDividend US ETF position as of Q1 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 300 Global X SuperDividend US ETF shares in Q1 2017, an estimated $7K.
  • Asset Planning Services (Pennsylvania) first reported a position in Global X SuperDividend US ETF in Q4 2016 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Global X SuperDividend US ETF position peaked at $7K in Q4 2016.
  • 44 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2017, filed 18 Apr 2017.