Montecito Bank & Trust’s Global X SuperDividend ETF SDIV Stock Holding History

Montecito Bank & Trust’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	-167	Closed	-$10K	–	333
2016 Q4	$10K	Buy	+167	New	+$10.3K	﹤0.01%	357

Other funds holding SDIV

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

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

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

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Montecito Bank & Trust's SDIV Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Global X SuperDividend ETF (SDIV) in Q1 2017, closing a stake of 167 shares — an estimated $10K sold.

Montecito Bank & Trust first reported a position in SDIV in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 85 funds tracked by Wall St. Rank hold SDIV as of Q1 2017.

Montecito Bank & Trust reported no remaining Global X SuperDividend ETF position as of Q1 2017 after selling out during the quarter.
Montecito Bank & Trust sold 167 Global X SuperDividend ETF shares in Q1 2017, an estimated $10K.
Montecito Bank & Trust first reported a position in Global X SuperDividend ETF in Q4 2016 and held it in 1 quarter.
Montecito Bank & Trust's Global X SuperDividend ETF position peaked at $10K in Q4 2016.
85 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.