WCM
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Westend Capital Management’s Global X SuperDividend US ETF DIV Stock Holding History

Westend Capital Management’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
2015
Q1 		– Sell
-3,000
Closed -$87K – 83
2014
Q4 		$87K Hold
3,000
– – 0.1% 59
2014
Q3 		$85K Buy
+3,000
New +$87.5K 0.09% 56

Other funds holding DIV

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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
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Westend Capital Management's DIV Position: Q1 2015 in Review

Westend Capital Management sold out of Global X SuperDividend US ETF (DIV) in Q1 2015, closing a stake of 3,000 shares — an estimated $87K sold.

Westend Capital Management first reported a position in DIV in Q3 2014 and held it in 2 quarters. The position peaked at $87K in Q4 2014. 38 funds tracked by Wall St. Rank hold DIV as of Q1 2015.

  • Westend Capital Management reported no remaining Global X SuperDividend US ETF position as of Q1 2015 after selling out during the quarter.
  • Westend Capital Management sold 3,000 Global X SuperDividend US ETF shares in Q1 2015, an estimated $87K.
  • Westend Capital Management first reported a position in Global X SuperDividend US ETF in Q3 2014 and held it in 2 quarters.
  • Westend Capital Management's Global X SuperDividend US ETF position peaked at $87K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2015.

Based on Westend Capital Management's 13F filing for Q1 2015, filed 12 May 2015.