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LVZ Inc’s Global X SuperDividend ETF SDIV Stock Holding History

LVZ Inc’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
2015
Q4 		– Sell
-16,208
Closed -$955K – 46
2015
Q3 		$955K Sell
16,208
-3,170
-16% -$200K 0.62% 19
2015
Q2 		$1.29M Sell
19,378
-2,526
-12% -$177K 0.72% 19
2015
Q1 		$1.52M Sell
21,904
-244
-1% -$17K 0.88% 17
2014
Q4 		$1.53M Buy
22,148
+976
+5% +$69.3K 1.14% 15
2014
Q3 		$1.52M Sell
21,172
-1,541
-7% -$118K 1.13% 16
2014
Q2 		$1.78M Sell
22,713
-2,362
-9% -$179K 1.32% 16
2014
Q1 		$1.85M Buy
25,075
+486
+2% +$34.3K 1.48% 15
2013
Q4 		$1.73M Buy
+24,589
New +$1.72M 1.42% 15

Other funds holding SDIV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LVZ Inc's SDIV Position: Q4 2015 in Review

LVZ Inc sold out of Global X SuperDividend ETF (SDIV) in Q4 2015, closing a stake of 16,208 shares — an estimated $955K sold.

LVZ Inc first reported a position in SDIV in Q4 2013 and held it in 8 quarters. The position peaked at $1.85M in Q1 2014. 71 funds tracked by Wall St. Rank hold SDIV as of Q4 2015.

  • LVZ Inc reported no remaining Global X SuperDividend ETF position as of Q4 2015 after selling out during the quarter.
  • LVZ Inc sold 16,208 Global X SuperDividend ETF shares in Q4 2015, an estimated $955K.
  • LVZ Inc first reported a position in Global X SuperDividend ETF in Q4 2013 and held it in 8 quarters.
  • LVZ Inc's Global X SuperDividend ETF position peaked at $1.85M in Q1 2014.
  • 71 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2015.

Based on LVZ Inc's 13F filing for Q4 2015, filed 12 Feb 2016.