AW
SYLD icon

ACG Wealth’s Cambria Shareholder Yield ETF SYLD Stock Holding History

ACG Wealth’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-7,178
Closed -$221K – 210
2014
Q2 		$221K Sell
7,178
-281
-4% -$8.5K 0.04% 195
2014
Q1 		$226K Sell
7,459
-2,162
-22% -$63.5K 0.07% 167
2013
Q4 		$283K Buy
+9,621
New +$274K 0.07% 149

Other funds holding SYLD

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

ACG Wealth's SYLD Position: Q3 2014 in Review

ACG Wealth sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2014, closing a stake of 7,178 shares — an estimated $221K sold.

ACG Wealth first reported a position in SYLD in Q4 2013 and held it in 3 quarters. The position peaked at $283K in Q4 2013. 38 funds tracked by Wall St. Rank hold SYLD as of Q3 2014.

  • ACG Wealth reported no remaining Cambria Shareholder Yield ETF position as of Q3 2014 after selling out during the quarter.
  • ACG Wealth sold 7,178 Cambria Shareholder Yield ETF shares in Q3 2014, an estimated $221K.
  • ACG Wealth first reported a position in Cambria Shareholder Yield ETF in Q4 2013 and held it in 3 quarters.
  • ACG Wealth's Cambria Shareholder Yield ETF position peaked at $283K in Q4 2013.
  • 38 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2014.

Based on ACG Wealth's 13F filing for Q3 2014, filed 13 Nov 2014.