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Marietta Investment Partners’s Global X SuperDividend ETF SDIV Stock Holding History

Marietta Investment Partners’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
2017
Q1 		– Sell
-4,733
Closed -$296K – 146
2016
Q4 		$296K Hold
4,733
– – 0.1% 111
2016
Q3 		$305K Buy
+4,733
New +$303K 0.1% 120

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Marietta Investment Partners's SDIV Position: Q1 2017 in Review

Marietta Investment Partners sold out of Global X SuperDividend ETF (SDIV) in Q1 2017, closing a stake of 4,733 shares — an estimated $296K sold.

Marietta Investment Partners first reported a position in SDIV in Q3 2016 and held it in 2 quarters. The position peaked at $305K in Q3 2016. 85 funds tracked by Wall St. Rank hold SDIV as of Q1 2017.

  • Marietta Investment Partners reported no remaining Global X SuperDividend ETF position as of Q1 2017 after selling out during the quarter.
  • Marietta Investment Partners sold 4,733 Global X SuperDividend ETF shares in Q1 2017, an estimated $296K.
  • Marietta Investment Partners first reported a position in Global X SuperDividend ETF in Q3 2016 and held it in 2 quarters.
  • Marietta Investment Partners's Global X SuperDividend ETF position peaked at $305K in Q3 2016.
  • 85 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2017.

Based on Marietta Investment Partners's 13F filing for Q1 2017, filed 11 May 2017.