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WFG Advisors’s Global X SuperDividend US ETF DIV Stock Holding History

WFG 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
2016
Q4 		– Sell
-2,042
Closed -$51K – 1588
2016
Q3 		$51K Buy
2,042
+10
+0.5% +$253 0.01% 700
2016
Q2 		$52K Buy
2,032
+11
+0.5% +$272 0.01% 676
2016
Q1 		$50K Sell
2,021
-438
-18% -$10.3K 0.01% 661
2015
Q4 		$59K Sell
2,459
-169
-6% -$4.14K 0.02% 616
2015
Q3 		$63K Buy
2,628
+16
+0.6% +$406 0.02% 571
2015
Q2 		$69K Buy
2,612
+114
+5% +$3.18K 0.02% 636
2015
Q1 		$71K Buy
2,498
+359
+17% +$10.3K 0.02% 634
2014
Q4 		$62K Buy
2,139
+962
+82% +$28K 0.01% 803
2014
Q3 		$34K Buy
1,177
+10
+0.9% +$292 0.01% 1053
2014
Q2 		$34K Buy
+1,167
New +$32.8K 0.01% 1059

Other funds holding DIV

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's DIV Position: Q4 2016 in Review

WFG Advisors sold out of Global X SuperDividend US ETF (DIV) in Q4 2016, closing a stake of 2,042 shares — an estimated $51K sold.

WFG Advisors first reported a position in DIV in Q2 2014 and held it in 10 quarters. The position peaked at $71K in Q1 2015. 49 funds tracked by Wall St. Rank hold DIV as of Q4 2016.

  • WFG Advisors reported no remaining Global X SuperDividend US ETF position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 2,042 Global X SuperDividend US ETF shares in Q4 2016, an estimated $51K.
  • WFG Advisors first reported a position in Global X SuperDividend US ETF in Q2 2014 and held it in 10 quarters.
  • WFG Advisors's Global X SuperDividend US ETF position peaked at $71K in Q1 2015.
  • 49 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.