Bay Harbor Wealth Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Bay Harbor Wealth Management’s Portfolio SPFF Stock Details SPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-826	Closed	-$10K	–	415
2019 Q1	$10K	Sell	826 -52	-6%	-$597	0.01%	275
2018 Q4	$10K	Buy	+878	New	+$9.98K	0.01%	257

Other funds holding SPFF

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LTFS

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

Bay Harbor Wealth Management's SPFF Position: Q2 2019 in Review

Bay Harbor Wealth Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2019, closing a stake of 826 shares — an estimated $10K sold.

Bay Harbor Wealth Management first reported a position in SPFF in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 51 funds tracked by Wall St. Rank hold SPFF as of Q2 2019.

Bay Harbor Wealth Management reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2019 after selling out during the quarter.
Bay Harbor Wealth Management sold 826 Global X SuperIncome Preferred ETF shares in Q2 2019, an estimated $10K.
Bay Harbor Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q4 2018 and held it in 2 quarters.
Bay Harbor Wealth Management's Global X SuperIncome Preferred ETF position peaked at $10K in Q1 2019.
51 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2019, filed 18 Jul 2019.