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Gofen & Glossberg’s Global X SuperDividend REIT ETF SRET Stock Holding History

Gofen & Glossberg’s Portfolio SRET Stock Details SRET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,165
Closed -$192K – 466
2019
Q4 		$192K Buy
+4,165
New +$190K 0.01% 450

Other funds holding SRET

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gofen & Glossberg's SRET Position: Q1 2020 in Review

Gofen & Glossberg sold out of Global X SuperDividend REIT ETF (SRET) in Q1 2020, closing a stake of 4,165 shares — an estimated $192K sold.

Gofen & Glossberg first reported a position in SRET in Q4 2019 and held it in 1 quarter. The position peaked at $192K in Q4 2019. 40 funds tracked by Wall St. Rank hold SRET as of Q1 2020.

  • Gofen & Glossberg reported no remaining Global X SuperDividend REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Gofen & Glossberg sold 4,165 Global X SuperDividend REIT ETF shares in Q1 2020, an estimated $192K.
  • Gofen & Glossberg first reported a position in Global X SuperDividend REIT ETF in Q4 2019 and held it in 1 quarter.
  • Gofen & Glossberg's Global X SuperDividend REIT ETF position peaked at $192K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2020.

Based on Gofen & Glossberg's 13F filing for Q1 2020, filed 14 Apr 2020.