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Bay Colony Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Bay Colony Advisors’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
2023
Q1 		– Sell
-3,595
Closed -$213K – 366
2022
Q4 		$213K Buy
+3,595
New +$215K 0.06% 320
2018
Q3 		– Sell
-3,917
Closed -$148K – 813
2018
Q2 		$148K Buy
+3,917
New +$151K 0.1% 189

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Bay Colony Advisors's SYLD Position: Q1 2023 in Review

Bay Colony Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2023, closing a stake of 3,595 shares — an estimated $213K sold.

Bay Colony Advisors first reported a position in SYLD in Q2 2018 and held it in 2 quarters. The position peaked at $213K in Q4 2022. 128 funds tracked by Wall St. Rank hold SYLD as of Q1 2023.

  • Bay Colony Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Bay Colony Advisors sold 3,595 Cambria Shareholder Yield ETF shares in Q1 2023, an estimated $213K.
  • Bay Colony Advisors first reported a position in Cambria Shareholder Yield ETF in Q2 2018 and held it in 2 quarters.
  • Bay Colony Advisors's Cambria Shareholder Yield ETF position peaked at $213K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2023.

Based on Bay Colony Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.