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Gary Goldberg Planning Services’s Global X SuperDividend ETF SDIV Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$12K Hold
167
– – 0.01% 339
2014
Q3 		$12K Hold
167
– – 0.01% 365
2014
Q2 		$13K Hold
167
– – 0.01% 332
2014
Q1 		$12K Buy
+167
New +$11.8K 0.01% 321

Other funds holding SDIV

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Gary Goldberg Planning Services's SDIV Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Global X SuperDividend ETF (SDIV) position steady in Q4 2014 at 167 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #339.

Gary Goldberg Planning Services first reported a position in SDIV in Q1 2014 and has held it in 4 quarters since. The position peaked at $13K in Q2 2014. 83 funds tracked by Wall St. Rank hold SDIV as of Q4 2014.

  • Gary Goldberg Planning Services held 167 shares of Global X SuperDividend ETF worth $12K as of Q4 2014.
  • Gary Goldberg Planning Services left its Global X SuperDividend ETF share count unchanged in Q4 2014.
  • Global X SuperDividend ETF made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #339 holding.
  • Gary Goldberg Planning Services first reported a position in Global X SuperDividend ETF in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's Global X SuperDividend ETF position peaked at $13K in Q2 2014.
  • 83 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.