Freedom Investment Management’s Global X SuperDividend ETF SDIV Stock Holding History

Freedom Investment 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
2019 Q3	–	Sell	-223,081	Closed	-$11.5M	–	731
2019 Q2	$11.5M	Buy	223,081 +2,482	+1%	+$130K	0.96%	16
2019 Q1	$12M	Buy	220,599 +173,241	+366%	+$9.64M	0.97%	15
2018 Q4	$2.43M	Buy	+47,358	New	+$2.68M	0.19%	90
2018 Q2	–	Sell	-88,315	Closed	-$5.49M	–	1103
2018 Q1	$5.49M	Sell	88,315 -73,957	-46%	-$4.74M	0.28%	42
2017 Q4	$10.6M	Buy	+162,272	New	+$10.5M	0.54%	21
2016 Q2	–	Sell	-102,217	Closed	-$7.63M	–	889
2016 Q1	$7.63M	Sell	102,217 -15,586	-13%	-$876K	0.55%	19
2015 Q4	$6.97M	Buy	+117,803	New	+$7.14M	0.53%	17
2015 Q3	–	Sell	-17,106	Closed	-$1.14M	–	724
2015 Q2	$1.14M	Buy	+17,106	New	+$1.2M	0.12%	134

Other funds holding SDIV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Freedom Investment Management's SDIV Position: Q3 2019 in Review

Freedom Investment Management sold out of Global X SuperDividend ETF (SDIV) in Q3 2019, closing a stake of 223,081 shares — an estimated $11.5M sold.

Freedom Investment Management first reported a position in SDIV in Q2 2015 and held it in 8 quarters. The position peaked at $12M in Q1 2019. 91 funds tracked by Wall St. Rank hold SDIV as of Q3 2019.

Freedom Investment Management reported no remaining Global X SuperDividend ETF position as of Q3 2019 after selling out during the quarter.
Freedom Investment Management sold 223,081 Global X SuperDividend ETF shares in Q3 2019, an estimated $11.5M.
Freedom Investment Management first reported a position in Global X SuperDividend ETF in Q2 2015 and held it in 8 quarters.
Freedom Investment Management's Global X SuperDividend ETF position peaked at $12M in Q1 2019.
91 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2019.

Based on Freedom Investment Management's 13F filing for Q3 2019, filed 5 Nov 2019.