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

Edmond de Rothschild (Suisse)’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
Q3 		$50K Hold
2,000
– – 0.02% 316
2016
Q2 		$51K Hold
2,000
– – 0.02% 273
2016
Q1 		$50K Buy
2,000
+500
+33% +$11.7K 0.02% 247
2015
Q4 		$36K Buy
+1,500
New +$36.7K 0.01% 283

Other funds holding DIV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s DIV Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) held its Global X SuperDividend US ETF (DIV) position steady in Q3 2016 at 2,000 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #316.

Edmond de Rothschild (Suisse) first reported a position in DIV in Q4 2015 and has held it in 4 quarters since. The position peaked at $51K in Q2 2016. 44 funds tracked by Wall St. Rank hold DIV as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 2,000 shares of Global X SuperDividend US ETF worth $50K as of Q3 2016.
  • Edmond de Rothschild (Suisse) left its Global X SuperDividend US ETF share count unchanged in Q3 2016.
  • Global X SuperDividend US ETF made up 0.02% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #316 holding.
  • Edmond de Rothschild (Suisse) first reported a position in Global X SuperDividend US ETF in Q4 2015 and has held it in 4 quarters since.
  • Edmond de Rothschild (Suisse)'s Global X SuperDividend US ETF position peaked at $51K in Q2 2016.
  • 44 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.