SFG
LVL

SNS Financial Group’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History

SNS Financial Group’s Portfolio LVL Stock Details LVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-11,231
Closed -$149K – 140
2013
Q4 		$149K Buy
+11,231
New +$147K 0.07% 128

Other funds holding LVL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SNS Financial Group's LVL Position: Q1 2014 in Review

SNS Financial Group sold out of Invesco S&P Global Dividend Opportunities Index ETF (LVL) in Q1 2014, closing a stake of 11,231 shares — an estimated $149K sold.

SNS Financial Group first reported a position in LVL in Q4 2013 and held it in 1 quarter. The position peaked at $149K in Q4 2013. 21 funds tracked by Wall St. Rank hold LVL as of Q1 2014.

  • SNS Financial Group reported no remaining Invesco S&P Global Dividend Opportunities Index ETF position as of Q1 2014 after selling out during the quarter.
  • SNS Financial Group sold 11,231 Invesco S&P Global Dividend Opportunities Index ETF shares in Q1 2014, an estimated $149K.
  • SNS Financial Group first reported a position in Invesco S&P Global Dividend Opportunities Index ETF in Q4 2013 and held it in 1 quarter.
  • SNS Financial Group's Invesco S&P Global Dividend Opportunities Index ETF position peaked at $149K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held Invesco S&P Global Dividend Opportunities Index ETF as of Q1 2014.

Based on SNS Financial Group's 13F filing for Q1 2014, filed 16 May 2014.