NewSquare Capital’s Global X SuperDividend ETF SDIV Stock Holding History

NewSquare Capital’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
2019 Q3	–	Sell	-184	Closed	-$9K	–	344
2019 Q2	$9K	Hold	184	–	–	﹤0.01%	259
2019 Q1	$10K	Hold	184	–	–	﹤0.01%	244
2018 Q4	$9K	Hold	184	–	–	﹤0.01%	235
2018 Q3	$11K	Buy	+184	New	+$11.4K	﹤0.01%	243

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RJFSA

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

NewSquare Capital's SDIV Position: Q3 2019 in Review

NewSquare Capital sold out of Global X SuperDividend ETF (SDIV) in Q3 2019, closing a stake of 184 shares — an estimated $9K sold.

NewSquare Capital first reported a position in SDIV in Q3 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 91 funds tracked by Wall St. Rank hold SDIV as of Q3 2019.

NewSquare Capital reported no remaining Global X SuperDividend ETF position as of Q3 2019 after selling out during the quarter.
NewSquare Capital sold 184 Global X SuperDividend ETF shares in Q3 2019, an estimated $9K.
NewSquare Capital first reported a position in Global X SuperDividend ETF in Q3 2018 and held it in 4 quarters.
NewSquare Capital's Global X SuperDividend ETF position peaked at $11K in Q3 2018.
91 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2019.

Based on NewSquare Capital's 13F filing for Q3 2019, filed 15 Oct 2019.