Security National Trust’s Global X SuperDividend ETF SDIV Stock Holding History

Security National Trust’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
2020 Q4	–	Sell	-300	Closed	-$10K	–	421
2020 Q3	$10K	Hold	300	–	–	﹤0.01%	349
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	352
2020 Q1	$8K	Hold	300	–	–	﹤0.01%	376
2019 Q4	$16K	Hold	300	–	–	﹤0.01%	339
2019 Q3	$15K	Hold	300	–	–	﹤0.01%	304
2019 Q2	$15K	Hold	300	–	–	﹤0.01%	310
2019 Q1	$16K	Hold	300	–	–	0.01%	308
2018 Q4	$15K	Hold	300	–	–	0.01%	296
2018 Q3	$18K	Hold	300	–	–	0.01%	303
2018 Q2	$19K	Hold	300	–	–	0.01%	309
2018 Q1	$19K	Hold	300	–	–	0.01%	306
2017 Q4	$20K	Hold	300	–	–	0.01%	308
2017 Q3	$20K	Hold	300	–	–	0.01%	311
2017 Q2	$20K	Hold	300	–	–	0.01%	328
2017 Q1	$19K	Hold	300	–	–	0.01%	328
2016 Q4	$19K	Hold	300	–	–	0.01%	332
2016 Q3	$19K	Hold	300	–	–	0.01%	343
2016 Q2	$19K	Hold	300	–	–	0.01%	332
2016 Q1	$18K	Hold	300	–	–	0.01%	341
2015 Q4	$18K	Hold	300	–	–	0.01%	333
2015 Q3	$18K	Hold	300	–	–	0.01%	338
2015 Q2	$20K	Hold	300	–	–	0.01%	343
2015 Q1	$21K	Hold	300	–	–	0.01%	350
2014 Q4	$21K	Hold	300	–	–	0.01%	347
2014 Q3	$22K	Hold	300	–	–	0.01%	339
2014 Q2	$23K	Hold	300	–	–	0.01%	344
2014 Q1	$22K	Hold	300	–	–	0.01%	346
2013 Q4	$21K	Hold	300	–	–	0.01%	346
2013 Q3	$21K	Hold	300	–	–	0.01%	329
2013 Q2	$19K	Buy	+300	New	+$20.7K	0.01%	331

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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

Security National Trust's SDIV Position: Q4 2020 in Review

Security National Trust sold out of Global X SuperDividend ETF (SDIV) in Q4 2020, closing a stake of 300 shares — an estimated $10K sold.

Security National Trust first reported a position in SDIV in Q2 2013 and held it in 30 quarters. The position peaked at $23K in Q2 2014. 101 funds tracked by Wall St. Rank hold SDIV as of Q4 2020.

Security National Trust reported no remaining Global X SuperDividend ETF position as of Q4 2020 after selling out during the quarter.
Security National Trust sold 300 Global X SuperDividend ETF shares in Q4 2020, an estimated $10K.
Security National Trust first reported a position in Global X SuperDividend ETF in Q2 2013 and held it in 30 quarters.
Security National Trust's Global X SuperDividend ETF position peaked at $23K in Q2 2014.
101 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2020.

Based on Security National Trust's 13F filing for Q4 2020, filed 26 Jan 2021.