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WFG Advisors’s Global X SuperDividend ETF SDIV Stock Holding History

WFG 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
2017
Q2 		$76K Buy
1,170
+337
+40% +$21.7K 0.02% 597
2017
Q1 		$54K Buy
833
+666
+399% +$42.5K 0.01% 645
2016
Q4 		$10K Sell
167
-233
-58% -$14.3K ﹤0.01% 1108
2016
Q3 		$26K Hold
400
– – 0.01% 882
2016
Q2 		$25K Hold
400
– – 0.01% 869
2016
Q1 		$24K Hold
400
– – 0.01% 843
2015
Q4 		$24K Sell
400
-1,716
-81% -$104K 0.01% 845
2015
Q3 		$125K Sell
2,116
-140
-6% -$8.83K 0.04% 406
2015
Q2 		$150K Buy
2,256
+103
+5% +$7.21K 0.04% 420
2015
Q1 		$149K Sell
2,153
-250
-10% -$17.4K 0.04% 428
2014
Q4 		$166K Buy
2,403
+242
+11% +$17.2K 0.03% 488
2014
Q3 		$155K Sell
2,161
-25
-1% -$1.92K 0.03% 514
2014
Q2 		$171K Buy
2,186
+354
+19% +$26.8K 0.03% 487
2014
Q1 		$135K Buy
1,832
+236
+15% +$16.7K 0.03% 538
2013
Q4 		$112K Buy
1,596
+519
+48% +$36.2K 0.02% 702
2013
Q3 		$74K Sell
1,077
-207
-16% -$13.9K 0.01% 791
2013
Q2 		$82K Buy
+1,284
New +$88.4K 0.01% 730

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's SDIV Position: Q2 2017 in Review

WFG Advisors increased its Global X SuperDividend ETF (SDIV) stake by 40% in Q2 2017, buying an estimated $21.7K and bringing the position to 1,170 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #597.

WFG Advisors first reported a position in SDIV in Q2 2013 and has held it in 17 quarters since. The position peaked at $171K in Q2 2014. 79 funds tracked by Wall St. Rank hold SDIV as of Q2 2017.

  • WFG Advisors held 1,170 shares of Global X SuperDividend ETF worth $76K as of Q2 2017.
  • WFG Advisors bought 337 Global X SuperDividend ETF shares in Q2 2017, an estimated $21.7K.
  • Global X SuperDividend ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #597 holding.
  • WFG Advisors first reported a position in Global X SuperDividend ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Global X SuperDividend ETF position peaked at $171K in Q2 2014.
  • 79 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.