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Valley Forge Asset Management’s Global X SuperDividend ETF SDIV Stock Holding History

Valley Forge Asset Management’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
2013
Q3 		– Sell
-16,170
Closed -$1.04M – 95
2013
Q2 		$1.04M Buy
+16,170
New +$1.11M 0.07% 59

Other funds holding SDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valley Forge Asset Management's SDIV Position: Q3 2013 in Review

Valley Forge Asset Management sold out of Global X SuperDividend ETF (SDIV) in Q3 2013, closing a stake of 16,170 shares — an estimated $1.04M sold.

Valley Forge Asset Management first reported a position in SDIV in Q2 2013 and held it in 1 quarter. The position peaked at $1.04M in Q2 2013. 51 funds tracked by Wall St. Rank hold SDIV as of Q3 2013.

  • Valley Forge Asset Management reported no remaining Global X SuperDividend ETF position as of Q3 2013 after selling out during the quarter.
  • Valley Forge Asset Management sold 16,170 Global X SuperDividend ETF shares in Q3 2013, an estimated $1.04M.
  • Valley Forge Asset Management first reported a position in Global X SuperDividend ETF in Q2 2013 and held it in 1 quarter.
  • Valley Forge Asset Management's Global X SuperDividend ETF position peaked at $1.04M in Q2 2013.
  • 51 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q3 2013.

Based on Valley Forge Asset Management's 13F filing for Q3 2013, filed 12 Nov 2013.