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Alta Capital Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Alta Capital Management’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
-5,114
Closed -$218K – 85
2017
Q2 		$218K Buy
+5,114
New +$218K 0.01% 81

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $18.2B AUM 22.02% 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alta Capital Management's SDOG Position: Q3 2017 in Review

Alta Capital Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2017, closing a stake of 5,114 shares — an estimated $218K sold.

Alta Capital Management first reported a position in SDOG in Q2 2017 and held it in 1 quarter. The position peaked at $218K in Q2 2017. 110 funds tracked by Wall St. Rank hold SDOG as of Q3 2017.

  • Alta Capital Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2017 after selling out during the quarter.
  • Alta Capital Management sold 5,114 ALPS Sector Dividend Dogs ETF shares in Q3 2017, an estimated $218K.
  • Alta Capital Management first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2017 and held it in 1 quarter.
  • Alta Capital Management's ALPS Sector Dividend Dogs ETF position peaked at $218K in Q2 2017.
  • 110 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2017.

Based on Alta Capital Management's 13F filing for Q3 2017, filed 19 Oct 2017.