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Greenwich Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History

Greenwich Wealth Management’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 		– Sell
-10,200
Closed -$260K – 213
2016
Q2 		$260K Hold
10,200
– – 0.06% 162
2016
Q1 		$254K Buy
+10,200
New +$240K 0.07% 161

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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $337M AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $666B AUM 30.12% 1-Year Est. Return

Greenwich Wealth Management's DIV Position: Q3 2016 in Review

Greenwich Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q3 2016, closing a stake of 10,200 shares — an estimated $260K sold.

Greenwich Wealth Management first reported a position in DIV in Q1 2016 and held it in 2 quarters. The position peaked at $260K in Q2 2016. 43 funds tracked by Wall St. Rank hold DIV as of Q3 2016.

  • Greenwich Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q3 2016 after selling out during the quarter.
  • Greenwich Wealth Management sold 10,200 Global X SuperDividend US ETF shares in Q3 2016, an estimated $260K.
  • Greenwich Wealth Management first reported a position in Global X SuperDividend US ETF in Q1 2016 and held it in 2 quarters.
  • Greenwich Wealth Management's Global X SuperDividend US ETF position peaked at $260K in Q2 2016.
  • 43 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2016.

Based on Greenwich Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.