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

Calton & Associates’s Portfolio SRET Stock Details SRET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-57
Closed -$2K – 1154
2017
Q4 		$2K Buy
+57
New +$2.65K ﹤0.01% 1407

Other funds holding SRET

GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Calton & Associates sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2018, closing a stake of 57 shares — an estimated $2K sold.

Calton & Associates first reported a position in SRET in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 14 funds tracked by Wall St. Rank hold SRET as of Q1 2018.

  • Calton & Associates reported no remaining Global X SuperDividend REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 57 Global X SuperDividend REIT ETF shares in Q1 2018, an estimated $2K.
  • Calton & Associates first reported a position in Global X SuperDividend REIT ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Global X SuperDividend REIT ETF position peaked at $2K in Q4 2017.
  • 14 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2018.

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