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Concourse Financial Group Securities’s Global X SuperDividend REIT ETF SRET Stock Holding History

Concourse Financial Group Securities’s Portfolio SRET Stock Details SRET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-767
Closed -$16.6K – 2242
2020
Q1 		$15K Buy
+767
New +$30.5K ﹤0.01% 1342

Other funds holding SRET

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Concourse Financial Group Securities's SRET Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2020, closing a stake of 767 shares — an estimated $16.6K sold.

Concourse Financial Group Securities first reported a position in SRET in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 33 funds tracked by Wall St. Rank hold SRET as of Q2 2020.

  • Concourse Financial Group Securities reported no remaining Global X SuperDividend REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 767 Global X SuperDividend REIT ETF shares in Q2 2020, an estimated $16.6K.
  • Concourse Financial Group Securities first reported a position in Global X SuperDividend REIT ETF in Q1 2020 and held it in 1 quarter.
  • Concourse Financial Group Securities's Global X SuperDividend REIT ETF position peaked at $15K in Q1 2020.
  • 33 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.