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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

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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.