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Investment Centers of America’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-5,848
Closed -$327K – 418
2017
Q3 		$327K Buy
5,848
+1,873
+47% +$102K 0.02% 420
2017
Q2 		$217K Buy
+3,975
New +$214K 0.02% 522

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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Investment Centers of America's SMDV Position: Q4 2017 in Review

Investment Centers of America sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q4 2017, closing a stake of 5,848 shares — an estimated $327K sold.

Investment Centers of America first reported a position in SMDV in Q2 2017 and held it in 2 quarters. The position peaked at $327K in Q3 2017. 61 funds tracked by Wall St. Rank hold SMDV as of Q4 2017.

  • Investment Centers of America reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 5,848 ProShares Russell 2000 Dividend Growers ETF shares in Q4 2017, an estimated $327K.
  • Investment Centers of America first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2017 and held it in 2 quarters.
  • Investment Centers of America's ProShares Russell 2000 Dividend Growers ETF position peaked at $327K in Q3 2017.
  • 61 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.