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Buffington Mohr McNeal’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Buffington Mohr McNeal’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
Q1 		– Sell
-3,000
Closed -$126K – 128
2016
Q4 		$126K Buy
+3,000
New +$125K 0.05% 145

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Buffington Mohr McNeal's SDOG Position: Q1 2017 in Review

Buffington Mohr McNeal sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2017, closing a stake of 3,000 shares — an estimated $126K sold.

Buffington Mohr McNeal first reported a position in SDOG in Q4 2016 and held it in 1 quarter. The position peaked at $126K in Q4 2016. 115 funds tracked by Wall St. Rank hold SDOG as of Q1 2017.

  • Buffington Mohr McNeal reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2017 after selling out during the quarter.
  • Buffington Mohr McNeal sold 3,000 ALPS Sector Dividend Dogs ETF shares in Q1 2017, an estimated $126K.
  • Buffington Mohr McNeal first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2016 and held it in 1 quarter.
  • Buffington Mohr McNeal's ALPS Sector Dividend Dogs ETF position peaked at $126K in Q4 2016.
  • 115 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2017.

Based on Buffington Mohr McNeal's 13F filing for Q1 2017, filed 3 May 2017.