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Atria Investments’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Atria Investments’s Portfolio IDOG Stock Details IDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-140,519
Closed -$3.92M – 845
2017
Q3 		$3.92M Buy
140,519
+27,097
+24% +$738K 0.21% 86
2017
Q2 		$3M Buy
+113,422
New +$2.99M 0.18% 104

Other funds holding IDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments's IDOG Position: Q4 2017 in Review

Atria Investments sold out of ALPS International Sector Dividend Dogs ETF (IDOG) in Q4 2017, closing a stake of 140,519 shares — an estimated $3.92M sold.

Atria Investments first reported a position in IDOG in Q2 2017 and held it in 2 quarters. The position peaked at $3.92M in Q3 2017. 44 funds tracked by Wall St. Rank hold IDOG as of Q4 2017.

  • Atria Investments reported no remaining ALPS International Sector Dividend Dogs ETF position as of Q4 2017 after selling out during the quarter.
  • Atria Investments sold 140,519 ALPS International Sector Dividend Dogs ETF shares in Q4 2017, an estimated $3.92M.
  • Atria Investments first reported a position in ALPS International Sector Dividend Dogs ETF in Q2 2017 and held it in 2 quarters.
  • Atria Investments's ALPS International Sector Dividend Dogs ETF position peaked at $3.92M in Q3 2017.
  • 44 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q4 2017.

Based on Atria Investments's 13F filing for Q4 2017, filed 16 Jan 2018.