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MYCIO Wealth Partners’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-1,250
Closed -$77K – 334
2019
Q4 		$77K Buy
+1,250
New +$75.6K 0.01% 375

Other funds holding SMDV

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MYCIO Wealth Partners's SMDV Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of ProShares Russell 2000 Dividend Growers ETF (SMDV) in Q1 2020, closing a stake of 1,250 shares — an estimated $77K sold.

MYCIO Wealth Partners first reported a position in SMDV in Q4 2019 and held it in 1 quarter. The position peaked at $77K in Q4 2019. 99 funds tracked by Wall St. Rank hold SMDV as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining ProShares Russell 2000 Dividend Growers ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,250 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2020, an estimated $77K.
  • MYCIO Wealth Partners first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q4 2019 and held it in 1 quarter.
  • MYCIO Wealth Partners's ProShares Russell 2000 Dividend Growers ETF position peaked at $77K in Q4 2019.
  • 99 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.