Placemark Investments’s Global X SuperDividend ETF SDIV Stock Holding History

Placemark 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
2014 Q4	$2.48M	Buy	35,866 +13,639	+61%	+$968K	0.04%	504
2014 Q3	$1.6M	Buy	22,227 +1,490	+7%	+$114K	0.03%	649
2014 Q2	$1.62M	Buy	20,737 +122	+0.6%	+$9.23K	0.03%	650
2014 Q1	$1.52M	Buy	20,615 +538	+3%	+$38K	0.03%	633
2013 Q4	$1.41M	Buy	20,077 +2,304	+13%	+$161K	0.02%	700
2013 Q3	$1.22M	Buy	17,773 +5,997	+51%	+$402K	0.02%	706
2013 Q2	$756K	Buy	+11,776	New	+$811K	0.02%	870

Other funds holding SDIV

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

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

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

JCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Placemark Investments's SDIV Position: Q4 2014 in Review

Placemark Investments increased its Global X SuperDividend ETF (SDIV) stake by 61% in Q4 2014, buying an estimated $968K and bringing the position to 35,866 shares worth $2.48M. The position accounts for 0.04% of the portfolio, ranked #504.

Placemark Investments first reported a position in SDIV in Q2 2013 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold SDIV as of Q4 2014.

Placemark Investments held 35,866 shares of Global X SuperDividend ETF worth $2.48M as of Q4 2014.
Placemark Investments bought 13,639 Global X SuperDividend ETF shares in Q4 2014, an estimated $968K.
Global X SuperDividend ETF made up 0.04% of Placemark Investments's portfolio in Q4 2014, its #504 holding.
Placemark Investments first reported a position in Global X SuperDividend ETF in Q2 2013 and has held it in 7 quarters since.
83 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.