Meridian Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Meridian Wealth Management’s Portfolio REGL Stock Details REGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-600	Closed	-$350	–	415
2019 Q2	$350	Buy	+600	New	+$34.6K	0.01%	431
2017 Q2	–	Sell	-33,850	Closed	-$1.75M	–	177
2017 Q1	$1.75M	Hold	33,850	–	–	1.05%	21
2016 Q4	$1.71M	Buy	+33,850	New	+$1.61M	1.35%	18

Other funds holding REGL

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Meridian Wealth Management's REGL Position: Q3 2019 in Review

Meridian Wealth Management sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2019, closing a stake of 600 shares — an estimated $350 sold.

Meridian Wealth Management first reported a position in REGL in Q4 2016 and held it in 3 quarters. The position peaked at $1.75M in Q1 2017. 103 funds tracked by Wall St. Rank hold REGL as of Q3 2019.

Meridian Wealth Management reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 600 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2019, an estimated $350.
Meridian Wealth Management first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2016 and held it in 3 quarters.
Meridian Wealth Management's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $1.75M in Q1 2017.
103 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.