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

Summit Financial 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
2015
Q1 		– Sell
-167
Closed -$12K – 256
2014
Q4 		$12K Buy
+167
New +$11.9K 0.01% 197

Other funds holding SDIV

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Summit Financial Wealth Advisors's SDIV Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Global X SuperDividend ETF (SDIV) in Q1 2015, closing a stake of 167 shares — an estimated $12K sold.

Summit Financial Wealth Advisors first reported a position in SDIV in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 83 funds tracked by Wall St. Rank hold SDIV as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Global X SuperDividend ETF position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 167 Global X SuperDividend ETF shares in Q1 2015, an estimated $12K.
  • Summit Financial Wealth Advisors first reported a position in Global X SuperDividend ETF in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Global X SuperDividend ETF position peaked at $12K in Q4 2014.
  • 83 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.