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Baltimore-Washington Financial Advisors’s Global X Social Media ETF SOCL Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-60
Closed -$1K – 232
2015
Q3 		$1K Hold
60
– – ﹤0.01% 258
2015
Q2 		$1K Hold
60
– – ﹤0.01% 216
2015
Q1 		$1K Buy
+60
New +$1.11K ﹤0.01% 288

Other funds holding SOCL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SOCL Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Global X Social Media ETF (SOCL) in Q4 2015, closing a stake of 60 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in SOCL in Q1 2015 and held it in 3 quarters. The position peaked at $1K in Q3 2015. 31 funds tracked by Wall St. Rank hold SOCL as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Global X Social Media ETF position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 60 Global X Social Media ETF shares in Q4 2015, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in Global X Social Media ETF in Q1 2015 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's Global X Social Media ETF position peaked at $1K in Q3 2015.
  • 31 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.