AIA
SDOG icon

Allegis Investment Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Allegis Investment Advisors’s Portfolio SDOG Stock Details SDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-18,273
Closed -$780K – 282
2017
Q2 		$780K Buy
18,273
+919
+5% +$39.1K 0.2% 116
2017
Q1 		$745K Buy
17,354
+3,508
+25% +$151K 0.2% 123
2016
Q4 		$583K Buy
+13,846
New +$575K 0.18% 133

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allegis Investment Advisors's SDOG Position: Q3 2017 in Review

Allegis Investment Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2017, closing a stake of 18,273 shares — an estimated $780K sold.

Allegis Investment Advisors first reported a position in SDOG in Q4 2016 and held it in 3 quarters. The position peaked at $780K in Q2 2017. 110 funds tracked by Wall St. Rank hold SDOG as of Q3 2017.

  • Allegis Investment Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 18,273 ALPS Sector Dividend Dogs ETF shares in Q3 2017, an estimated $780K.
  • Allegis Investment Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2016 and held it in 3 quarters.
  • Allegis Investment Advisors's ALPS Sector Dividend Dogs ETF position peaked at $780K in Q2 2017.
  • 110 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2017.

Based on Allegis Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.