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Whittier Trust’s Global X SuperDividend ETF SDIV Stock Holding History

Whittier Trust’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
2015
Q2 		– Sell
-1,745
Closed -$98K – 1273
2015
Q1 		$98K Buy
+1,745
New +$122K ﹤0.01% 598

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Whittier Trust's SDIV Position: Q2 2015 in Review

Whittier Trust sold out of Global X SuperDividend ETF (SDIV) in Q2 2015, closing a stake of 1,745 shares — an estimated $98K sold.

Whittier Trust first reported a position in SDIV in Q1 2015 and held it in 1 quarter. The position peaked at $98K in Q1 2015. 77 funds tracked by Wall St. Rank hold SDIV as of Q2 2015.

  • Whittier Trust reported no remaining Global X SuperDividend ETF position as of Q2 2015 after selling out during the quarter.
  • Whittier Trust sold 1,745 Global X SuperDividend ETF shares in Q2 2015, an estimated $98K.
  • Whittier Trust first reported a position in Global X SuperDividend ETF in Q1 2015 and held it in 1 quarter.
  • Whittier Trust's Global X SuperDividend ETF position peaked at $98K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q2 2015.

Based on Whittier Trust's 13F filing for Q2 2015, filed 13 Aug 2015.