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Trilogy Capital’s Global X SuperDividend US ETF DIV Stock Holding History

Trilogy Capital’s Portfolio DIV Stock Details DIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-42
Closed -$1K – 241
2018
Q3 		$1K Hold
42
– – ﹤0.01% 552
2018
Q2 		$1K Hold
42
– – ﹤0.01% 513
2018
Q1 		$1K Buy
+42
New +$1.03K ﹤0.01% 437

Other funds holding DIV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trilogy Capital's DIV Position: Q4 2018 in Review

Trilogy Capital sold out of Global X SuperDividend US ETF (DIV) in Q4 2018, closing a stake of 42 shares — an estimated $1K sold.

Trilogy Capital first reported a position in DIV in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 62 funds tracked by Wall St. Rank hold DIV as of Q4 2018.

  • Trilogy Capital reported no remaining Global X SuperDividend US ETF position as of Q4 2018 after selling out during the quarter.
  • Trilogy Capital sold 42 Global X SuperDividend US ETF shares in Q4 2018, an estimated $1K.
  • Trilogy Capital first reported a position in Global X SuperDividend US ETF in Q1 2018 and held it in 3 quarters.
  • Trilogy Capital's Global X SuperDividend US ETF position peaked at $1K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2018.

Based on Trilogy Capital's 13F filing for Q4 2018, filed 15 Jan 2019.