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Nadler Financial Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Nadler Financial Group’s Portfolio XYLD Stock Details XYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,000
Closed -$207K – 85
2013
Q3 		$207K Buy
+5,000
New +$208K 0.15% 69

Other funds holding XYLD

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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nadler Financial Group's XYLD Position: Q4 2013 in Review

Nadler Financial Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2013, closing a stake of 5,000 shares — an estimated $207K sold.

Nadler Financial Group first reported a position in XYLD in Q3 2013 and held it in 1 quarter. The position peaked at $207K in Q3 2013. 8 funds tracked by Wall St. Rank hold XYLD as of Q4 2013.

  • Nadler Financial Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2013 after selling out during the quarter.
  • Nadler Financial Group sold 5,000 Global X S&P 500 Covered Call ETF shares in Q4 2013, an estimated $207K.
  • Nadler Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q3 2013 and held it in 1 quarter.
  • Nadler Financial Group's Global X S&P 500 Covered Call ETF position peaked at $207K in Q3 2013.
  • 8 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2013.

Based on Nadler Financial Group's 13F filing for Q4 2013, filed 6 Feb 2014.