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Cavalier Investments’s Global X Social Media ETF SOCL Stock Holding History

Cavalier Investments’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-169,454
Closed -$3.37M – 132
2015
Q4 		$3.37M Buy
+169,454
New +$3.31M 2% 5

Other funds holding SOCL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cavalier Investments's SOCL Position: Q1 2016 in Review

Cavalier Investments sold out of Global X Social Media ETF (SOCL) in Q1 2016, closing a stake of 169,454 shares — an estimated $3.37M sold.

Cavalier Investments first reported a position in SOCL in Q4 2015 and held it in 1 quarter. The position peaked at $3.37M in Q4 2015. 29 funds tracked by Wall St. Rank hold SOCL as of Q1 2016.

  • Cavalier Investments reported no remaining Global X Social Media ETF position as of Q1 2016 after selling out during the quarter.
  • Cavalier Investments sold 169,454 Global X Social Media ETF shares in Q1 2016, an estimated $3.37M.
  • Cavalier Investments first reported a position in Global X Social Media ETF in Q4 2015 and held it in 1 quarter.
  • Cavalier Investments's Global X Social Media ETF position peaked at $3.37M in Q4 2015.
  • 29 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2016.

Based on Cavalier Investments's 13F filing for Q1 2016, filed 13 May 2016.