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MassMutual Private Wealth & Trust’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-500
Closed -$29K – 1175
2020
Q4 		$29K Buy
+500
New +$26.9K ﹤0.01% 494

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMDV Position: Q1 2021 in Review

MassMutual Private Wealth & Trust sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2021, closing a stake of 500 shares — an estimated $29K sold.

MassMutual Private Wealth & Trust first reported a position in SMDV in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 112 funds tracked by Wall St. Rank hold SMDV as of Q1 2021.

  • MassMutual Private Wealth & Trust reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2021 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 500 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2021, an estimated $29K.
  • MassMutual Private Wealth & Trust first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2020 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's ProShares Russell 2000 Dividend Growers ETF position peaked at $29K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2021, filed 17 May 2021.