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Concert Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-2,289
Closed -$56K – 552
2016
Q3 		$56K Buy
+2,289
New +$57.9K 0.01% 805
2013
Q4 		– Sell
-8,800
Closed -$214K – 540
2013
Q3 		$214K Sell
8,800
-500
-5% -$12.5K 0.03% 467
2013
Q2 		$239K Buy
+9,300
New +$240K 0.04% 400

Other funds holding DIV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concert Wealth Management's DIV Position: Q4 2016 in Review

Concert Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2016, closing a stake of 2,289 shares — an estimated $56K sold.

Concert Wealth Management first reported a position in DIV in Q2 2013 and held it in 3 quarters. The position peaked at $239K in Q2 2013. 49 funds tracked by Wall St. Rank hold DIV as of Q4 2016.

  • Concert Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 2,289 Global X SuperDividend US ETF shares in Q4 2016, an estimated $56K.
  • Concert Wealth Management first reported a position in Global X SuperDividend US ETF in Q2 2013 and held it in 3 quarters.
  • Concert Wealth Management's Global X SuperDividend US ETF position peaked at $239K in Q2 2013.
  • 49 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.