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Calton & Associates’s Global X SuperDividend ETF SDIV Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-197
Closed -$13K – 1105
2017
Q4 		$13K Buy
+197
New +$12.8K ﹤0.01% 997

Other funds holding SDIV

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Calton & Associates's SDIV Position: Q1 2018 in Review

Calton & Associates sold out of Global X SuperDividend ETF (SDIV) in Q1 2018, closing a stake of 197 shares — an estimated $13K sold.

Calton & Associates first reported a position in SDIV in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 98 funds tracked by Wall St. Rank hold SDIV as of Q1 2018.

  • Calton & Associates reported no remaining Global X SuperDividend ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 197 Global X SuperDividend ETF shares in Q1 2018, an estimated $13K.
  • Calton & Associates first reported a position in Global X SuperDividend ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Global X SuperDividend ETF position peaked at $13K in Q4 2017.
  • 98 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.