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CPWM LLC’s Global X SuperDividend ETF SDIV Stock Holding History

CPWM LLC’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
2019
Q4 		– Sell
-11,867
Closed -$604K – 281
2019
Q3 		$604K Hold
11,867
– – 0.08% 164
2019
Q2 		$613K Hold
11,867
– – 0.09% 158
2019
Q1 		$648K Buy
+11,867
New +$660K 0.09% 155

Other funds holding SDIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CPWM LLC's SDIV Position: Q4 2019 in Review

CPWM LLC sold out of Global X SuperDividend ETF (SDIV) in Q4 2019, closing a stake of 11,867 shares — an estimated $604K sold.

CPWM LLC first reported a position in SDIV in Q1 2019 and held it in 3 quarters. The position peaked at $648K in Q1 2019. 106 funds tracked by Wall St. Rank hold SDIV as of Q4 2019.

  • CPWM LLC reported no remaining Global X SuperDividend ETF position as of Q4 2019 after selling out during the quarter.
  • CPWM LLC sold 11,867 Global X SuperDividend ETF shares in Q4 2019, an estimated $604K.
  • CPWM LLC first reported a position in Global X SuperDividend ETF in Q1 2019 and held it in 3 quarters.
  • CPWM LLC's Global X SuperDividend ETF position peaked at $648K in Q1 2019.
  • 106 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2019.

Based on CPWM LLC's 13F filing for Q4 2019, filed 12 Feb 2020.