JFS Wealth Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

JFS Wealth Advisors’s Portfolio SPFF Stock Details SPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,856	Closed	-$26K	–	561
2015 Q2	$26K	Hold	1,856	–	–	0.01%	243
2015 Q1	$27K	Hold	1,856	–	–	0.01%	245
2014 Q4	$27K	Buy	1,856 +39	+2%	+$572	﹤0.01%	256
2014 Q3	$27K	Buy	+1,817	New	+$27.2K	﹤0.01%	236

Other funds holding SPFF

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

JCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

JFS Wealth Advisors's SPFF Position: Q3 2015 in Review

JFS Wealth Advisors sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2015, closing a stake of 1,856 shares — an estimated $26K sold.

JFS Wealth Advisors first reported a position in SPFF in Q3 2014 and held it in 4 quarters. The position peaked at $27K in Q1 2015. 31 funds tracked by Wall St. Rank hold SPFF as of Q3 2015.

JFS Wealth Advisors reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2015 after selling out during the quarter.
JFS Wealth Advisors sold 1,856 Global X SuperIncome Preferred ETF shares in Q3 2015, an estimated $26K.
JFS Wealth Advisors first reported a position in Global X SuperIncome Preferred ETF in Q3 2014 and held it in 4 quarters.
JFS Wealth Advisors's Global X SuperIncome Preferred ETF position peaked at $27K in Q1 2015.
31 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.