BSW Wealth Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

BSW Wealth Partners’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
2017 Q1	–	Sell	-21,410	Closed	-$696K	–	76
2016 Q4	$696K	Buy	21,410 +20,768	+3,235%	+$651K	0.36%	32
2016 Q3	$21.4K	Sell	642 -21,222	-97%	-$625K	0.74%	20
2016 Q2	$618K	Hold	21,864	–	–	0.34%	30
2016 Q1	$633K	Sell	21,864 -2,235	-9%	-$61.4K	0.36%	29
2015 Q4	$696K	Buy	24,099 +135	+0.6%	+$4.16K	0.35%	29
2015 Q3	$698K	Buy	23,964 +8,718	+57%	+$268K	0.42%	28
2015 Q2	$477K	Sell	15,246 -323	-2%	-$10.3K	0.3%	32
2015 Q1	$495K	Sell	15,569 -3,801	-20%	-$120K	0.31%	32
2014 Q4	$604K	Sell	19,370 -1,143	-6%	-$35.4K	0.49%	31
2014 Q3	$621K	Buy	20,513 +1,486	+8%	+$45.9K	0.49%	26
2014 Q2	$585K	Sell	19,027 -532	-3%	-$16.1K	0.46%	26
2014 Q1	$592K	Buy	+19,559	New	+$574K	0.48%	26

Other funds holding SYLD

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BSW Wealth Partners's SYLD Position: Q1 2017 in Review

BSW Wealth Partners sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2017, closing a stake of 21,410 shares — an estimated $696K sold.

BSW Wealth Partners first reported a position in SYLD in Q1 2014 and held it in 12 quarters. The position peaked at $698K in Q3 2015. 33 funds tracked by Wall St. Rank hold SYLD as of Q1 2017.

BSW Wealth Partners reported no remaining Cambria Shareholder Yield ETF position as of Q1 2017 after selling out during the quarter.
BSW Wealth Partners sold 21,410 Cambria Shareholder Yield ETF shares in Q1 2017, an estimated $696K.
BSW Wealth Partners first reported a position in Cambria Shareholder Yield ETF in Q1 2014 and held it in 12 quarters.
BSW Wealth Partners's Cambria Shareholder Yield ETF position peaked at $698K in Q3 2015.
33 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2017.

Based on BSW Wealth Partners's 13F filing for Q1 2017, filed 17 May 2017.