Beese Fulmer Investment Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Beese Fulmer Investment 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	-4,825	Closed	-$206K	–	191
2017 Q2	$206K	Hold	4,825	–	–	0.05%	169
2017 Q1	$207K	Hold	4,825	–	–	0.05%	163
2016 Q4	$203K	Hold	4,825	–	–	0.05%	168
2016 Q3	$201K	Buy	+4,825	New	+$200K	0.05%	161
2016 Q2	–	Sell	-6,575	Closed	-$253K	–	162
2016 Q1	$253K	Hold	6,575	–	–	0.07%	129
2015 Q4	$234K	Hold	6,575	–	–	0.07%	130
2015 Q3	$223K	Hold	6,575	–	–	0.07%	128
2015 Q2	$241K	Sell	6,575 -1,100	-14%	-$42K	0.08%	127
2015 Q1	$285K	Sell	7,675 -2,785	-27%	-$105K	0.1%	112
2014 Q4	$398K	Sell	10,460 -6,100	-37%	-$231K	0.12%	112
2014 Q3	$617K	Hold	16,560	–	–	0.2%	95
2014 Q2	$620K	Hold	16,560	–	–	0.2%	96
2014 Q1	$579K	Sell	16,560 -18,750	-53%	-$634K	0.2%	96
2013 Q4	$1.21M	Buy	35,310 +19,585	+125%	+$655K	0.43%	64
2013 Q3	$504K	Sell	15,725 -6,500	-29%	-$209K	0.2%	95
2013 Q2	$684K	Buy	+22,225	New	+$686K	0.29%	81

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beese Fulmer Investment Management's SDOG Position: Q3 2017 in Review

Beese Fulmer Investment Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2017, closing a stake of 4,825 shares — an estimated $206K sold.

Beese Fulmer Investment Management first reported a position in SDOG in Q2 2013 and held it in 16 quarters. The position peaked at $1.21M in Q4 2013. 110 funds tracked by Wall St. Rank hold SDOG as of Q3 2017.

Beese Fulmer Investment Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2017 after selling out during the quarter.
Beese Fulmer Investment Management sold 4,825 ALPS Sector Dividend Dogs ETF shares in Q3 2017, an estimated $206K.
Beese Fulmer Investment Management first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2013 and held it in 16 quarters.
Beese Fulmer Investment Management's ALPS Sector Dividend Dogs ETF position peaked at $1.21M in Q4 2013.
110 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2017.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2017, filed 17 Oct 2017.