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Avalon Capital Management’s Global X SuperDividend ETF SDIV Stock Holding History

Avalon Capital Management’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
2013
Q4 		– Sell
-5,725
Closed -$393K – 122
2013
Q3 		$393K Buy
5,725
+2,528
+79% +$169K 0.39% 68
2013
Q2 		$205K Buy
+3,197
New +$220K 0.2% 67

Other funds holding SDIV

Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avalon Capital Management's SDIV Position: Q4 2013 in Review

Avalon Capital Management sold out of Global X SuperDividend ETF (SDIV) in Q4 2013, closing a stake of 5,725 shares — an estimated $393K sold.

Avalon Capital Management first reported a position in SDIV in Q2 2013 and held it in 2 quarters. The position peaked at $393K in Q3 2013. 62 funds tracked by Wall St. Rank hold SDIV as of Q4 2013.

  • Avalon Capital Management reported no remaining Global X SuperDividend ETF position as of Q4 2013 after selling out during the quarter.
  • Avalon Capital Management sold 5,725 Global X SuperDividend ETF shares in Q4 2013, an estimated $393K.
  • Avalon Capital Management first reported a position in Global X SuperDividend ETF in Q2 2013 and held it in 2 quarters.
  • Avalon Capital Management's Global X SuperDividend ETF position peaked at $393K in Q3 2013.
  • 62 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2013.

Based on Avalon Capital Management's 13F filing for Q4 2013, filed 28 Jan 2014.