LH
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Lebenthal Holdings’s Global X SuperDividend US ETF DIV Stock Holding History

Lebenthal Holdings’s Portfolio DIV Stock Details DIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-30,935
Closed -$877K – 313
2015
Q1 		$877K Buy
+30,935
New +$888K 0.21% 159

Other funds holding DIV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lebenthal Holdings's DIV Position: Q2 2015 in Review

Lebenthal Holdings sold out of Global X SuperDividend US ETF (DIV) in Q2 2015, closing a stake of 30,935 shares — an estimated $877K sold.

Lebenthal Holdings first reported a position in DIV in Q1 2015 and held it in 1 quarter. The position peaked at $877K in Q1 2015. 34 funds tracked by Wall St. Rank hold DIV as of Q2 2015.

  • Lebenthal Holdings reported no remaining Global X SuperDividend US ETF position as of Q2 2015 after selling out during the quarter.
  • Lebenthal Holdings sold 30,935 Global X SuperDividend US ETF shares in Q2 2015, an estimated $877K.
  • Lebenthal Holdings first reported a position in Global X SuperDividend US ETF in Q1 2015 and held it in 1 quarter.
  • Lebenthal Holdings's Global X SuperDividend US ETF position peaked at $877K in Q1 2015.
  • 34 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q2 2015.

Based on Lebenthal Holdings's 13F filing for Q2 2015, filed 4 Aug 2015.