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Beacon Trust’s Global X SuperDividend ETF SDIV Stock Holding History

Beacon Trust’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
Q3 		– Sell
-10,290
Closed -$661K – 190
2013
Q2 		$661K Buy
+10,290
New +$709K 0.13% 111

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Trust's SDIV Position: Q3 2013 in Review

Beacon Trust sold out of Global X SuperDividend ETF (SDIV) in Q3 2013, closing a stake of 10,290 shares — an estimated $661K sold.

Beacon Trust first reported a position in SDIV in Q2 2013 and held it in 1 quarter. The position peaked at $661K in Q2 2013. 51 funds tracked by Wall St. Rank hold SDIV as of Q3 2013.

  • Beacon Trust reported no remaining Global X SuperDividend ETF position as of Q3 2013 after selling out during the quarter.
  • Beacon Trust sold 10,290 Global X SuperDividend ETF shares in Q3 2013, an estimated $661K.
  • Beacon Trust first reported a position in Global X SuperDividend ETF in Q2 2013 and held it in 1 quarter.
  • Beacon Trust's Global X SuperDividend ETF position peaked at $661K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2013.

Based on Beacon Trust's 13F filing for Q3 2013, filed 25 Oct 2013.