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

Concert Wealth Management’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
2017 Q2	–	Sell	-22,716	Closed	-$1.41M	–	397
2017 Q1	$1.41M	Sell	22,716 -10	-0%	-$639	0.32%	84
2016 Q4	$1.41M	Sell	22,726 -255	-1%	-$15.7K	0.31%	83
2016 Q3	$1.47M	Sell	22,981 -93	-0.4%	-$5.96K	0.18%	138
2016 Q2	$1.43M	Sell	23,074 -370	-2%	-$22.7K	0.19%	139
2016 Q1	$1.42M	Sell	23,444 -581	-2%	-$32.6K	0.19%	132
2015 Q4	$1.42M	Buy	24,025 +1,880	+8%	+$114K	0.19%	132
2015 Q3	$1.31M	Buy	22,145 +11,841	+115%	+$747K	0.18%	140
2015 Q2	$684K	Buy	10,304 +50	+0.5%	+$3.5K	0.09%	293
2015 Q1	$609K	Buy	+10,254	New	+$715K	0.17%	171

Other funds holding SDIV

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Concert Wealth Management's SDIV Position: Q2 2017 in Review

Concert Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q2 2017, closing a stake of 22,716 shares — an estimated $1.41M sold.

Concert Wealth Management first reported a position in SDIV in Q1 2015 and held it in 9 quarters. The position peaked at $1.47M in Q3 2016. 79 funds tracked by Wall St. Rank hold SDIV as of Q2 2017.

Concert Wealth Management reported no remaining Global X SuperDividend ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 22,716 Global X SuperDividend ETF shares in Q2 2017, an estimated $1.41M.
Concert Wealth Management first reported a position in Global X SuperDividend ETF in Q1 2015 and held it in 9 quarters.
Concert Wealth Management's Global X SuperDividend ETF position peaked at $1.47M in Q3 2016.
79 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.