Advisor Group’s Alps/Dorsey Wright Sector Momentum ETF SWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-27,369
Closed -$908K 5424
2018
Q3
$908K Buy
27,369
+22
+0.1% +$710 0.01% 1053
2018
Q2
$854K Sell
27,347
-3,730
-12% -$114K 0.01% 958
2018
Q1
$926K Sell
31,077
-11,951
-28% -$362K 0.01% 919
2017
Q4
$1.28M Sell
43,028
-2,966
-6% -$86.6K 0.02% 748
2017
Q3
$1.29M Buy
45,994
+8,499
+23% +$236K 0.02% 683
2017
Q2
$1.01M Buy
37,495
+10,115
+37% +$269K 0.02% 748
2017
Q1
$716K Buy
+27,380
New +$706K 0.01% 878

Advisor Group's SWIN Position: Q4 2018 in Review

Advisor Group sold out of Alps/Dorsey Wright Sector Momentum ETF (SWIN) in Q4 2018, closing a stake of 27,369 shares — an estimated $908K sold.

Advisor Group first reported a position in SWIN in Q1 2017 and held it in 7 quarters. The position peaked at $1.29M in Q3 2017. 0 funds tracked by Wall St. Rank hold SWIN as of Q4 2018.

  • Advisor Group reported no remaining Alps/Dorsey Wright Sector Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 27,369 Alps/Dorsey Wright Sector Momentum ETF shares in Q4 2018, an estimated $908K.
  • Advisor Group first reported a position in Alps/Dorsey Wright Sector Momentum ETF in Q1 2017 and held it in 7 quarters.
  • Advisor Group's Alps/Dorsey Wright Sector Momentum ETF position peaked at $1.29M in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Alps/Dorsey Wright Sector Momentum ETF as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.