LPL Financial’s Global X JPMorgan US Sector Rotator Index ETF SCTO Stock Holding History

LPL Financial’s Portfolio SCTO Stock Details SCTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-20,176	Closed	-$484K	–	2824
2016 Q2	$484K	Sell	20,176 -24,276	-55%	-$570K	﹤0.01%	1706
2016 Q1	$1.02M	Sell	44,452 -8,680	-16%	-$193K	﹤0.01%	1662
2015 Q4	$1.19M	Buy	53,132 +21,418	+68%	+$499K	﹤0.01%	1546
2015 Q3	$743K	Sell	31,714 -135,799	-81%	-$3.26M	﹤0.01%	1467
2015 Q2	$4.11M	Sell	167,513 -36,074	-18%	-$898K	0.02%	591
2015 Q1	$5.07M	Buy	203,587 +42,337	+26%	+$1.09M	0.03%	515
2014 Q4	$4.19M	Buy	+161,250	New	+$4.16M	0.02%	555

Other funds holding SCTO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LTFS

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

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

LPL Financial's SCTO Position: Q3 2016 in Review

LPL Financial sold out of Global X JPMorgan US Sector Rotator Index ETF (SCTO) in Q3 2016, closing a stake of 20,176 shares — an estimated $484K sold.

LPL Financial first reported a position in SCTO in Q4 2014 and held it in 7 quarters. The position peaked at $5.07M in Q1 2015. 10 funds tracked by Wall St. Rank hold SCTO as of Q3 2016.

LPL Financial reported no remaining Global X JPMorgan US Sector Rotator Index ETF position as of Q3 2016 after selling out during the quarter.
LPL Financial sold 20,176 Global X JPMorgan US Sector Rotator Index ETF shares in Q3 2016, an estimated $484K.
LPL Financial first reported a position in Global X JPMorgan US Sector Rotator Index ETF in Q4 2014 and held it in 7 quarters.
LPL Financial's Global X JPMorgan US Sector Rotator Index ETF position peaked at $5.07M in Q1 2015.
10 funds tracked by Wall St. Rank held Global X JPMorgan US Sector Rotator Index ETF as of Q3 2016.

Based on LPL Financial's 13F filing for Q3 2016, filed 16 Nov 2016.