Strategic Capital Group’s Global X SuperDividend ETF SDIV Stock Holding History

Strategic Capital Group’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 Q2	$19K	Sell	240 -919	-79%	-$69.5K	0.01%	245
2014 Q1	$85K	Buy	1,159 +96	+9%	+$6.78K	0.03%	192
2013 Q4	$75K	Sell	1,063 -17,074	-94%	-$1.19M	0.06%	154
2013 Q3	$1.25M	Sell	18,137 -53	-0.3%	-$3.55K	0.47%	82
2013 Q2	$1.17M	Buy	+18,190	New	+$1.25M	0.58%	64

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

LTFS

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Strategic Capital Group's SDIV Position: Q2 2014 in Review

Strategic Capital Group reduced its Global X SuperDividend ETF (SDIV) stake by 79% in Q2 2014, selling an estimated $69.5K and leaving 240 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #245.

Strategic Capital Group first reported a position in SDIV in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.25M in Q3 2013. 74 funds tracked by Wall St. Rank hold SDIV as of Q2 2014.

Strategic Capital Group held 240 shares of Global X SuperDividend ETF worth $19K as of Q2 2014.
Strategic Capital Group sold 919 Global X SuperDividend ETF shares in Q2 2014, an estimated $69.5K.
Global X SuperDividend ETF made up 0.01% of Strategic Capital Group's portfolio in Q2 2014, its #245 holding.
Strategic Capital Group first reported a position in Global X SuperDividend ETF in Q2 2013 and has held it in 5 quarters since.
Strategic Capital Group's Global X SuperDividend ETF position peaked at $1.25M in Q3 2013.
74 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.