CEMP
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Compass Efficient Model Portfolios’s Global X SuperDividend ETF SDIV Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$15K Buy
209
+1
+0.5% +$70 0.57% 49
2013
Q3 		$14K Sell
208
-445
-68% -$29.8K 0.1% 43
2013
Q2 		$42K Buy
+653
New +$45K 0.03% 29

Other funds holding SDIV

Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Compass Efficient Model Portfolios's SDIV Position: Q4 2013 in Review

Compass Efficient Model Portfolios increased its Global X SuperDividend ETF (SDIV) stake by 0.48% in Q4 2013, buying an estimated $70 and bringing the position to 209 shares worth $15K. The position accounts for 0.57% of the portfolio, ranked #49.

Compass Efficient Model Portfolios first reported a position in SDIV in Q2 2013 and has held it in 3 quarters since. The position peaked at $42K in Q2 2013. 62 funds tracked by Wall St. Rank hold SDIV as of Q4 2013.

  • Compass Efficient Model Portfolios held 209 shares of Global X SuperDividend ETF worth $15K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 1 Global X SuperDividend ETF share in Q4 2013, an estimated $70.
  • Global X SuperDividend ETF made up 0.57% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #49 holding.
  • Compass Efficient Model Portfolios first reported a position in Global X SuperDividend ETF in Q2 2013 and has held it in 3 quarters since.
  • Compass Efficient Model Portfolios's Global X SuperDividend ETF position peaked at $42K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.