Laurel Wealth Advisors (California)’s Global X SuperDividend ETF SDIV Stock Holding History

Laurel Wealth Advisors (California)’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
2019 Q2	–	Sell	-3,400	Closed	-$186K	–	426
2019 Q1	$186K	Hold	3,400	–	–	0.05%	371
2018 Q4	$174K	Sell	3,400 -500	-13%	-$28.3K	0.05%	326
2018 Q3	$238K	Hold	3,900	–	–	0.06%	342
2018 Q2	$245K	Hold	3,900	–	–	0.07%	312
2018 Q1	$242K	Hold	3,900	–	–	0.08%	284
2017 Q4	$254K	Buy	3,900 +500	+15%	+$32.5K	0.07%	284
2017 Q3	$224K	Hold	3,400	–	–	0.08%	270
2017 Q2	$221K	Hold	3,400	–	–	0.08%	263
2017 Q1	$218K	Hold	3,400	–	–	0.08%	240
2016 Q4	$212K	Hold	3,400	–	–	0.09%	225
2016 Q3	$219K	Hold	3,400	–	–	0.1%	226
2016 Q2	$212K	Hold	3,400	–	–	0.1%	225
2016 Q1	$206K	Hold	3,400	–	–	0.1%	236
2015 Q4	$201K	Buy	+3,400	New	+$206K	0.1%	229

Other funds holding SDIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s SDIV Position: Q2 2019 in Review

Laurel Wealth Advisors (California) sold out of Global X SuperDividend ETF (SDIV) in Q2 2019, closing a stake of 3,400 shares — an estimated $186K sold.

Laurel Wealth Advisors (California) first reported a position in SDIV in Q4 2015 and held it in 14 quarters. The position peaked at $254K in Q4 2017. 96 funds tracked by Wall St. Rank hold SDIV as of Q2 2019.

Laurel Wealth Advisors (California) reported no remaining Global X SuperDividend ETF position as of Q2 2019 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 3,400 Global X SuperDividend ETF shares in Q2 2019, an estimated $186K.
Laurel Wealth Advisors (California) first reported a position in Global X SuperDividend ETF in Q4 2015 and held it in 14 quarters.
Laurel Wealth Advisors (California)'s Global X SuperDividend ETF position peaked at $254K in Q4 2017.
96 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2019, filed 13 Aug 2019.