KCM Investment Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

KCM Investment 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
2016 Q1	–	Sell	-13,774	Closed	-$181K	–	529
2015 Q4	$181K	Sell	13,774 -869	-6%	-$11.6K	0.01%	496
2015 Q3	$197K	Sell	14,643 -759	-5%	-$10.5K	0.02%	499
2015 Q2	$218K	Buy	15,402 +1,801	+13%	+$26K	0.02%	498
2015 Q1	$200K	Buy	13,601 +1,697	+14%	+$24.8K	0.02%	511
2014 Q4	$173K	Buy	+11,904	New	+$175K	0.01%	496

Other funds holding SPFF

ACM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 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

KCM Investment Advisors's SPFF Position: Q1 2016 in Review

KCM Investment Advisors sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2016, closing a stake of 13,774 shares — an estimated $181K sold.

KCM Investment Advisors first reported a position in SPFF in Q4 2014 and held it in 5 quarters. The position peaked at $218K in Q2 2015. 36 funds tracked by Wall St. Rank hold SPFF as of Q1 2016.

KCM Investment Advisors reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2016 after selling out during the quarter.
KCM Investment Advisors sold 13,774 Global X SuperIncome Preferred ETF shares in Q1 2016, an estimated $181K.
KCM Investment Advisors first reported a position in Global X SuperIncome Preferred ETF in Q4 2014 and held it in 5 quarters.
KCM Investment Advisors's Global X SuperIncome Preferred ETF position peaked at $218K in Q2 2015.
36 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2016.

Based on KCM Investment Advisors's 13F filing for Q1 2016, filed 10 May 2016.