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Bellwether Investment Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Bellwether Investment Group’s Portfolio NOBL Stock Details NOBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-722
Closed -$20K – 423
2017
Q1 		$20K Sell
722
-850
-54% -$23.6K 0.05% 313
2016
Q4 		$42K Buy
+1,572
New +$42K 0.04% 296

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bellwether Investment Group's NOBL Position: Q2 2017 in Review

Bellwether Investment Group sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q2 2017, closing a stake of 722 shares — an estimated $20K sold.

Bellwether Investment Group first reported a position in NOBL in Q4 2016 and held it in 2 quarters. The position peaked at $42K in Q4 2016. 151 funds tracked by Wall St. Rank hold NOBL as of Q2 2017.

  • Bellwether Investment Group reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 722 ProShares S&P 500 Dividend Aristocrats ETF shares in Q2 2017, an estimated $20K.
  • Bellwether Investment Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $42K in Q4 2016.
  • 151 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.