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WealthPLAN Partners’s Global X SuperDividend REIT ETF SRET Stock Holding History

WealthPLAN Partners’s Portfolio SRET Stock Details SRET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-125
Closed -$5.62K – 387
2017
Q1 		$5.62K Buy
+125
New +$5.51K 0.02% 334
2016
Q3 		$11.8K Buy
+270
New +$12.4K ﹤0.01% 572

Other funds holding SRET

GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthPLAN Partners's SRET Position: Q2 2017 in Review

WealthPLAN Partners sold out of Global X SuperDividend REIT ETF (SRET) in Q2 2017, closing a stake of 125 shares — an estimated $5.62K sold.

WealthPLAN Partners first reported a position in SRET in Q3 2016 and held it in 2 quarters. The position peaked at $11.8K in Q3 2016. 8 funds tracked by Wall St. Rank hold SRET as of Q2 2017.

  • WealthPLAN Partners reported no remaining Global X SuperDividend REIT ETF position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 125 Global X SuperDividend REIT ETF shares in Q2 2017, an estimated $5.62K.
  • WealthPLAN Partners first reported a position in Global X SuperDividend REIT ETF in Q3 2016 and held it in 2 quarters.
  • WealthPLAN Partners's Global X SuperDividend REIT ETF position peaked at $11.8K in Q3 2016.
  • 8 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.