Carroll Financial Associates’s Global X SuperDividend US ETF DIV Stock Holding History

Carroll Financial Associates’s Portfolio DIV Stock Details DIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,073	Closed	-$27K	–	1184
2017 Q1	$27K	Hold	1,073	–	–	﹤0.01%	599
2016 Q4	$26K	Hold	1,073	–	–	﹤0.01%	584
2016 Q3	$26K	Hold	1,073	–	–	﹤0.01%	587
2016 Q2	$27K	Hold	1,073	–	–	﹤0.01%	550
2016 Q1	$26K	Hold	1,073	–	–	﹤0.01%	551
2015 Q4	$25K	Hold	1,073	–	–	0.01%	531
2015 Q3	$27K	Hold	1,073	–	–	0.01%	509
2015 Q2	$28K	Buy	+1,073	New	+$30K	0.01%	482

Other funds holding DIV

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carroll Financial Associates's DIV Position: Q2 2017 in Review

Carroll Financial Associates sold out of Global X SuperDividend US ETF (DIV) in Q2 2017, closing a stake of 1,073 shares — an estimated $27K sold.

Carroll Financial Associates first reported a position in DIV in Q2 2015 and held it in 8 quarters. The position peaked at $28K in Q2 2015. 43 funds tracked by Wall St. Rank hold DIV as of Q2 2017.

Carroll Financial Associates reported no remaining Global X SuperDividend US ETF position as of Q2 2017 after selling out during the quarter.
Carroll Financial Associates sold 1,073 Global X SuperDividend US ETF shares in Q2 2017, an estimated $27K.
Carroll Financial Associates first reported a position in Global X SuperDividend US ETF in Q2 2015 and held it in 8 quarters.
Carroll Financial Associates's Global X SuperDividend US ETF position peaked at $28K in Q2 2015.
43 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2017.

Based on Carroll Financial Associates's 13F filing for Q2 2017, filed 25 Jul 2017.