River Wealth Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-12	Closed	-$1K	–	421
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	527
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	562
2018 Q2	$1K	Buy	+12	New	+$750	﹤0.01%	561

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

FIM

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

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

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

LTFS

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

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

River Wealth Advisors's SDIV Position: Q1 2019 in Review

River Wealth Advisors sold out of Global X SuperDividend ETF (SDIV) in Q1 2019, closing a stake of 12 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in SDIV in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 92 funds tracked by Wall St. Rank hold SDIV as of Q1 2019.

River Wealth Advisors reported no remaining Global X SuperDividend ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 12 Global X SuperDividend ETF shares in Q1 2019, an estimated $1K.
River Wealth Advisors first reported a position in Global X SuperDividend ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Global X SuperDividend ETF position peaked at $1K in Q4 2018.
92 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.