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Klingman & Associates’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Klingman & Associates’s Portfolio NOBL Stock Details NOBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,794
Closed -$217K – 175
2021
Q2 		$217K Hold
4,794
– – 0.02% 151
2021
Q1 		$207K Buy
+4,794
New +$197K 0.02% 161

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Klingman & Associates's NOBL Position: Q3 2021 in Review

Klingman & Associates sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2021, closing a stake of 4,794 shares — an estimated $217K sold.

Klingman & Associates first reported a position in NOBL in Q1 2021 and held it in 2 quarters. The position peaked at $217K in Q2 2021. 455 funds tracked by Wall St. Rank hold NOBL as of Q3 2021.

  • Klingman & Associates reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2021 after selling out during the quarter.
  • Klingman & Associates sold 4,794 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2021, an estimated $217K.
  • Klingman & Associates first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2021 and held it in 2 quarters.
  • Klingman & Associates's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $217K in Q2 2021.
  • 455 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2021.

Based on Klingman & Associates's 13F filing for Q3 2021, filed 1 Nov 2021.