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

Gupta Wealth Management’s Portfolio SDIV Stock Details SDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,090	Closed	-$123K	–	1342
2015 Q3	$123K	Hold	2,090	–	–	0.03%	319
2015 Q2	$139K	Hold	2,090	–	–	0.03%	300
2015 Q1	$145K	Buy	+2,090	New	+$146K	0.04%	263

Other funds holding SDIV

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

JCM

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Gupta Wealth Management sold out of Global X SuperDividend ETF (SDIV) in Q4 2015, closing a stake of 2,090 shares — an estimated $123K sold.

Gupta Wealth Management first reported a position in SDIV in Q1 2015 and held it in 3 quarters. The position peaked at $145K in Q1 2015. 71 funds tracked by Wall St. Rank hold SDIV as of Q4 2015.

Gupta Wealth Management reported no remaining Global X SuperDividend ETF position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 2,090 Global X SuperDividend ETF shares in Q4 2015, an estimated $123K.
Gupta Wealth Management first reported a position in Global X SuperDividend ETF in Q1 2015 and held it in 3 quarters.
Gupta Wealth Management's Global X SuperDividend ETF position peaked at $145K in Q1 2015.
71 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2015.

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