GRP
DIVY

Global Retirement Partners’s Reality Shares DIVS ETF DIVY Stock Holding History

Global Retirement Partners’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-255
Closed -$7K – 1559
2017
Q4 		$7K Hold
255
– – ﹤0.01% 1041
2017
Q3 		$7K Hold
255
– – ﹤0.01% 949
2017
Q2 		$7K Hold
255
– – ﹤0.01% 883
2017
Q1 		$7K Sell
255
-1,050
-80% -$27.4K ﹤0.01% 849
2016
Q4 		$33K Buy
+1,305
New +$31.9K 0.02% 416

Other funds holding DIVY

MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
KSA
Ken Stern & Associates San Diego, California $230M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Global Retirement Partners's DIVY Position: Q1 2018 in Review

Global Retirement Partners sold out of Reality Shares DIVS ETF (DIVY) in Q1 2018, closing a stake of 255 shares — an estimated $7K sold.

Global Retirement Partners first reported a position in DIVY in Q4 2016 and held it in 5 quarters. The position peaked at $33K in Q4 2016. 22 funds tracked by Wall St. Rank hold DIVY as of Q1 2018.

  • Global Retirement Partners reported no remaining Reality Shares DIVS ETF position as of Q1 2018 after selling out during the quarter.
  • Global Retirement Partners sold 255 Reality Shares DIVS ETF shares in Q1 2018, an estimated $7K.
  • Global Retirement Partners first reported a position in Reality Shares DIVS ETF in Q4 2016 and held it in 5 quarters.
  • Global Retirement Partners's Reality Shares DIVS ETF position peaked at $33K in Q4 2016.
  • 22 funds tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q1 2018.

Based on Global Retirement Partners's 13F filing for Q1 2018, filed 10 Aug 2018.