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

Gupta 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
2015 Q4	–	Sell	-154	Closed	-$4K	–	1269
2015 Q3	$4K	Hold	154	–	–	﹤0.01%	1060
2015 Q2	$4K	Sell	154 -154	-50%	-$4.3K	﹤0.01%	1036
2015 Q1	$9K	Buy	+308	New	+$8.85K	﹤0.01%	778

Other funds holding DIV

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Gupta Wealth Management's DIV Position: Q4 2015 in Review

Gupta Wealth Management sold out of Global X SuperDividend US ETF (DIV) in Q4 2015, closing a stake of 154 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in DIV in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q1 2015. 39 funds tracked by Wall St. Rank hold DIV as of Q4 2015.

Gupta Wealth Management reported no remaining Global X SuperDividend US ETF position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 154 Global X SuperDividend US ETF shares in Q4 2015, an estimated $4K.
Gupta Wealth Management first reported a position in Global X SuperDividend US ETF in Q1 2015 and held it in 3 quarters.
Gupta Wealth Management's Global X SuperDividend US ETF position peaked at $9K in Q1 2015.
39 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.