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MSI Financial Services’s Global X SuperDividend REIT ETF SRET Stock Holding History

MSI Financial Services’s Portfolio SRET Stock Details SRET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$14K Sell
335
-676
-67% -$29K ﹤0.01% 2618
2016
Q3 		$46K Buy
1,011
+906
+863% +$41.6K ﹤0.01% 1874
2016
Q2 		$5K Buy
+105
New +$4.5K ﹤0.01% 3169

Other funds holding SRET

GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MSI Financial Services's SRET Position: Q4 2016 in Review

MSI Financial Services reduced its Global X SuperDividend REIT ETF (SRET) stake by 67% in Q4 2016, selling an estimated $29K and leaving 335 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

MSI Financial Services first reported a position in SRET in Q2 2016 and has held it in 3 quarters since. The position peaked at $46K in Q3 2016. 12 funds tracked by Wall St. Rank hold SRET as of Q4 2016.

  • MSI Financial Services held 335 shares of Global X SuperDividend REIT ETF worth $14K as of Q4 2016.
  • MSI Financial Services sold 676 Global X SuperDividend REIT ETF shares in Q4 2016, an estimated $29K.
  • Global X SuperDividend REIT ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2618 holding.
  • MSI Financial Services first reported a position in Global X SuperDividend REIT ETF in Q2 2016 and has held it in 3 quarters since.
  • MSI Financial Services's Global X SuperDividend REIT ETF position peaked at $46K in Q3 2016.
  • 12 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.