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M Holdings Securities’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

M Holdings Securities’s Portfolio SPFF Stock Details SPFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,600
Closed -$24K – 395
2014
Q3 		$24K Buy
+1,600
New +$23.9K 0.01% 493

Other funds holding SPFF

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return

M Holdings Securities's SPFF Position: Q4 2014 in Review

M Holdings Securities sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2014, closing a stake of 1,600 shares — an estimated $24K sold.

M Holdings Securities first reported a position in SPFF in Q3 2014 and held it in 1 quarter. The position peaked at $24K in Q3 2014. 35 funds tracked by Wall St. Rank hold SPFF as of Q4 2014.

  • M Holdings Securities reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,600 Global X SuperIncome Preferred ETF shares in Q4 2014, an estimated $24K.
  • M Holdings Securities first reported a position in Global X SuperIncome Preferred ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Global X SuperIncome Preferred ETF position peaked at $24K in Q3 2014.
  • 35 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.