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Northstar Wealth Partners’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Northstar Wealth Partners’s Portfolio REGL Stock Details REGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,501
Closed -$484K – 138
2017
Q1 		$484K Buy
+9,501
New +$489K 0.45% 72

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northstar Wealth Partners's REGL Position: Q2 2017 in Review

Northstar Wealth Partners sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2017, closing a stake of 9,501 shares — an estimated $484K sold.

Northstar Wealth Partners first reported a position in REGL in Q1 2017 and held it in 1 quarter. The position peaked at $484K in Q1 2017. 55 funds tracked by Wall St. Rank hold REGL as of Q2 2017.

  • Northstar Wealth Partners reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2017 after selling out during the quarter.
  • Northstar Wealth Partners sold 9,501 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2017, an estimated $484K.
  • Northstar Wealth Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2017 and held it in 1 quarter.
  • Northstar Wealth Partners's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $484K in Q1 2017.
  • 55 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2017.

Based on Northstar Wealth Partners's 13F filing for Q2 2017, filed 1 Aug 2017.