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Atria Investments’s Global X SuperDividend US ETF DIV Stock Holding History

Atria Investments’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
Q2 		– Sell
-9,071
Closed -$229K – 759
2017
Q1 		$229K Buy
+9,071
New +$228K 0.01% 605

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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Investments's DIV Position: Q2 2017 in Review

Atria Investments sold out of Global X SuperDividend US ETF (DIV) in Q2 2017, closing a stake of 9,071 shares — an estimated $229K sold.

Atria Investments first reported a position in DIV in Q1 2017 and held it in 1 quarter. The position peaked at $229K in Q1 2017. 43 funds tracked by Wall St. Rank hold DIV as of Q2 2017.

  • Atria Investments reported no remaining Global X SuperDividend US ETF position as of Q2 2017 after selling out during the quarter.
  • Atria Investments sold 9,071 Global X SuperDividend US ETF shares in Q2 2017, an estimated $229K.
  • Atria Investments first reported a position in Global X SuperDividend US ETF in Q1 2017 and held it in 1 quarter.
  • Atria Investments's Global X SuperDividend US ETF position peaked at $229K in Q1 2017.
  • 43 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2017.

Based on Atria Investments's 13F filing for Q2 2017, filed 11 Jul 2017.