UCFA
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United Capital Financial Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

United Capital Financial Advisors’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
2014
Q4 		– Sell
-88,506
Closed -$2.57M – 1156
2014
Q3 		$2.57M Buy
+88,506
New +$2.58M 0.04% 378

Other funds holding DIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

United Capital Financial Advisors's DIV Position: Q4 2014 in Review

United Capital Financial Advisors sold out of Global X SuperDividend US ETF (DIV) in Q4 2014, closing a stake of 88,506 shares — an estimated $2.57M sold.

United Capital Financial Advisors first reported a position in DIV in Q3 2014 and held it in 1 quarter. The position peaked at $2.57M in Q3 2014. 38 funds tracked by Wall St. Rank hold DIV as of Q4 2014.

  • United Capital Financial Advisors reported no remaining Global X SuperDividend US ETF position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 88,506 Global X SuperDividend US ETF shares in Q4 2014, an estimated $2.57M.
  • United Capital Financial Advisors first reported a position in Global X SuperDividend US ETF in Q3 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's Global X SuperDividend US ETF position peaked at $2.57M in Q3 2014.
  • 38 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.