Edmond de Rothschild Holding’s Global X SuperDividend US ETF DIV Stock Holding History

Edmond de Rothschild Holding’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
2018 Q1	–	Sell	-500	Closed	-$13K	–	786
2017 Q4	$13K	Hold	500	–	–	﹤0.01%	734
2017 Q3	$13K	Sell	500 -1,500	-75%	-$38K	﹤0.01%	753
2017 Q2	$51K	Hold	2,000	–	–	﹤0.01%	646
2017 Q1	$50K	Hold	2,000	–	–	﹤0.01%	656
2016 Q4	$49K	Hold	2,000	–	–	﹤0.01%	649
2016 Q3	$50K	Hold	2,000	–	–	﹤0.01%	664
2016 Q2	$51K	Hold	2,000	–	–	﹤0.01%	633
2016 Q1	$50K	Buy	2,000 +500	+33%	+$11.7K	﹤0.01%	632
2015 Q4	$36K	Buy	+1,500	New	+$36.7K	﹤0.01%	670

Other funds holding DIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

RIA

RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Edmond de Rothschild Holding's DIV Position: Q1 2018 in Review

Edmond de Rothschild Holding sold out of Global X SuperDividend US ETF (DIV) in Q1 2018, closing a stake of 500 shares — an estimated $13K sold.

Edmond de Rothschild Holding first reported a position in DIV in Q4 2015 and held it in 9 quarters. The position peaked at $51K in Q2 2017. 53 funds tracked by Wall St. Rank hold DIV as of Q1 2018.

Edmond de Rothschild Holding reported no remaining Global X SuperDividend US ETF position as of Q1 2018 after selling out during the quarter.
Edmond de Rothschild Holding sold 500 Global X SuperDividend US ETF shares in Q1 2018, an estimated $13K.
Edmond de Rothschild Holding first reported a position in Global X SuperDividend US ETF in Q4 2015 and held it in 9 quarters.
Edmond de Rothschild Holding's Global X SuperDividend US ETF position peaked at $51K in Q2 2017.
53 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2018, filed 15 May 2018.