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

US Financial 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
Q4 		– Sell
-200
Closed -$14K – 662
2015
Q3 		$14K Buy
+200
New +$12.6K 0.02% 237
2015
Q2 		– Sell
-133
Closed -$9.31K – 563
2015
Q1 		$9K Hold
133
– – 0.01% 271
2014
Q4 		$9K Buy
+133
New +$9.44K 0.01% 250

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

US Financial Advisors's SDIV Position: Q4 2015 in Review

US Financial Advisors sold out of Global X SuperDividend ETF (SDIV) in Q4 2015, closing a stake of 200 shares — an estimated $14K sold.

US Financial Advisors first reported a position in SDIV in Q4 2014 and held it in 3 quarters. The position peaked at $14K in Q3 2015. 71 funds tracked by Wall St. Rank hold SDIV as of Q4 2015.

  • US Financial Advisors reported no remaining Global X SuperDividend ETF position as of Q4 2015 after selling out during the quarter.
  • US Financial Advisors sold 200 Global X SuperDividend ETF shares in Q4 2015, an estimated $14K.
  • US Financial Advisors first reported a position in Global X SuperDividend ETF in Q4 2014 and held it in 3 quarters.
  • US Financial Advisors's Global X SuperDividend ETF position peaked at $14K in Q3 2015.
  • 71 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.