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Summit Securities Group’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Summit Securities Group’s Portfolio SPFF Stock Details SPFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-597
Closed -$9K – 538
2013
Q2 		$9K Buy
+597
New +$8.94K ﹤0.01% 331

Other funds holding SPFF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Securities Group's SPFF Position: Q3 2013 in Review

Summit Securities Group sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2013, closing a stake of 597 shares — an estimated $9K sold.

Summit Securities Group first reported a position in SPFF in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 13 funds tracked by Wall St. Rank hold SPFF as of Q3 2013.

  • Summit Securities Group reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2013 after selling out during the quarter.
  • Summit Securities Group sold 597 Global X SuperIncome Preferred ETF shares in Q3 2013, an estimated $9K.
  • Summit Securities Group first reported a position in Global X SuperIncome Preferred ETF in Q2 2013 and held it in 1 quarter.
  • Summit Securities Group's Global X SuperIncome Preferred ETF position peaked at $9K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2013.

Based on Summit Securities Group's 13F filing for Q3 2013, filed 1 Nov 2013.