Pinnacle Summer Investments’s Global X SuperDividend ETF SDIV Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$624K	Sell	10,546 -56	-0.5%	-$3.39K	0.09%	114
2015 Q3	$636K	Sell	10,602 -144	-1%	-$9.09K	0.11%	152
2015 Q2	$713K	Sell	10,746 -1,218	-10%	-$85.3K	0.15%	90
2015 Q1	$831K	Sell	11,964 -25	-0.2%	-$1.74K	0.11%	152
2014 Q4	$824K	Buy	11,989 +3,704	+45%	+$263K	0.1%	159
2014 Q3	$596K	Buy	8,285 +1,815	+28%	+$139K	0.07%	191
2014 Q2	$504K	Buy	6,470 +3,541	+121%	+$268K	0.06%	192
2014 Q1	$220K	Buy	2,929 +2,039	+229%	+$144K	0.03%	251
2013 Q4	$63K	Buy	890 +703	+376%	+$49.1K	0.01%	429
2013 Q3	$13K	Buy	+187	New	+$12.5K	﹤0.01%	636

Other funds holding SDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Pinnacle Summer Investments's SDIV Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its Global X SuperDividend ETF (SDIV) stake by 0.53% in Q4 2015, selling an estimated $3.39K and leaving 10,546 shares worth $624K. The position accounts for 0.09% of the portfolio, ranked #114.

Pinnacle Summer Investments first reported a position in SDIV in Q3 2013 and has held it in 10 quarters since. The position peaked at $831K in Q1 2015. 71 funds tracked by Wall St. Rank hold SDIV as of Q4 2015.

Pinnacle Summer Investments held 10,546 shares of Global X SuperDividend ETF worth $624K as of Q4 2015.
Pinnacle Summer Investments sold 56 Global X SuperDividend ETF shares in Q4 2015, an estimated $3.39K.
Global X SuperDividend ETF made up 0.09% of Pinnacle Summer Investments's portfolio in Q4 2015, its #114 holding.
Pinnacle Summer Investments first reported a position in Global X SuperDividend ETF in Q3 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's Global X SuperDividend ETF position peaked at $831K in Q1 2015.
71 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.