MassMutual Private Wealth & Trust’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio TDIV Stock Details TDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2	Closed	-$72	–	1144
2018 Q1	$72	Sell	2 -573	-100%	-$20.9K	﹤0.01%	970
2017 Q4	$20.2K	Buy	+575	New	+$19.8K	﹤0.01%	537
2015 Q4	–	Sell	-54	Closed	-$1.46K	–	944
2015 Q3	$1.46K	Buy	+54	New	+$1.37K	﹤0.01%	717
2014 Q4	–	Sell	-54	Closed	-$1.46K	–	753
2014 Q3	$1.46K	Buy	+54	New	+$1.47K	﹤0.01%	693

Other funds holding TDIV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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 TDIV Position: Q2 2018 in Review

MassMutual Private Wealth & Trust sold out of First Trust NASDAQ Technology Dividend Index Fund (TDIV) in Q2 2018, closing a stake of 2 shares — an estimated $72 sold.

MassMutual Private Wealth & Trust first reported a position in TDIV in Q3 2014 and held it in 4 quarters. The position peaked at $20.2K in Q4 2017. 109 funds tracked by Wall St. Rank hold TDIV as of Q2 2018.

MassMutual Private Wealth & Trust reported no remaining First Trust NASDAQ Technology Dividend Index Fund position as of Q2 2018 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 2 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2018, an estimated $72.
MassMutual Private Wealth & Trust first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q3 2014 and held it in 4 quarters.
MassMutual Private Wealth & Trust's First Trust NASDAQ Technology Dividend Index Fund position peaked at $20.2K in Q4 2017.
109 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2018, filed 20 Aug 2018.