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Reilly Financial Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

Reilly Financial Advisors’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
2018
Q3 		– Sell
-667
Closed -$42K – 1049
2018
Q2 		$42K Buy
+667
New +$41.7K 0.01% 340

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Reilly Financial Advisors's SDIV Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Global X SuperDividend ETF (SDIV) in Q3 2018, closing a stake of 667 shares — an estimated $42K sold.

Reilly Financial Advisors first reported a position in SDIV in Q2 2018 and held it in 1 quarter. The position peaked at $42K in Q2 2018. 97 funds tracked by Wall St. Rank hold SDIV as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Global X SuperDividend ETF position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 667 Global X SuperDividend ETF shares in Q3 2018, an estimated $42K.
  • Reilly Financial Advisors first reported a position in Global X SuperDividend ETF in Q2 2018 and held it in 1 quarter.
  • Reilly Financial Advisors's Global X SuperDividend ETF position peaked at $42K in Q2 2018.
  • 97 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.