GCA
SMDV icon

Greenwood Capital Associates’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Greenwood Capital Associates’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,760
Closed -$215K – 217
2018
Q2 		$215K Buy
+3,760
New +$209K 0.05% 183

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Greenwood Capital Associates's SMDV Position: Q3 2018 in Review

Greenwood Capital Associates sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q3 2018, closing a stake of 3,760 shares — an estimated $215K sold.

Greenwood Capital Associates first reported a position in SMDV in Q2 2018 and held it in 1 quarter. The position peaked at $215K in Q2 2018. 69 funds tracked by Wall St. Rank hold SMDV as of Q3 2018.

  • Greenwood Capital Associates reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q3 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 3,760 ProShares Russell 2000 Dividend Growers ETF shares in Q3 2018, an estimated $215K.
  • Greenwood Capital Associates first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2018 and held it in 1 quarter.
  • Greenwood Capital Associates's ProShares Russell 2000 Dividend Growers ETF position peaked at $215K in Q2 2018.
  • 69 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q3 2018.

Based on Greenwood Capital Associates's 13F filing for Q3 2018, filed 13 Nov 2018.