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Cahill Financial Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Cahill Financial 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
2019
Q2 		– Sell
-20,140
Closed -$726K – 159
2019
Q1 		$726K Sell
20,140
-614
-3% -$21.9K 0.3% 83
2018
Q4 		$674K Sell
20,754
-1,015
-5% -$36.4K 0.34% 77
2018
Q3 		$860K Buy
21,769
+604
+3% +$23.9K 0.38% 67
2018
Q2 		$801K Buy
21,165
+25
+0.1% +$963 0.37% 70
2018
Q1 		$798K Sell
21,140
-6,858
-24% -$266K 0.38% 71
2017
Q4 		$1.07M Buy
27,998
+1,139
+4% +$41.7K 0.54% 49
2017
Q3 		$954K Buy
26,859
+46
+0.2% +$1.58K 0.5% 50
2017
Q2 		$918K Sell
26,813
-3,571
-12% -$121K 0.51% 50
2017
Q1 		$1.03M Buy
30,384
+3,666
+14% +$123K 0.6% 44
2016
Q4 		$870K Sell
26,718
-2,554
-9% -$80K 0.53% 46
2016
Q3 		$880K Sell
29,272
-940
-3% -$27.7K 0.57% 43
2016
Q2 		$854K Buy
30,212
+1,966
+7% +$56.2K 0.6% 41
2016
Q1 		$819K Buy
28,246
+785
+3% +$21.6K 0.61% 43
2015
Q4 		$794K Buy
27,461
+1,577
+6% +$48.6K 0.65% 43
2015
Q3 		$754K Sell
25,884
-908
-3% -$27.9K 0.61% 48
2015
Q2 		$839K Buy
26,792
+2,829
+12% +$90.5K 0.63% 44
2015
Q1 		$763K Buy
23,963
+5,688
+31% +$180K 0.58% 46
2014
Q4 		$570K Buy
18,275
+97
+0.5% +$3.01K 0.44% 59
2014
Q3 		$551K Buy
18,178
+8,445
+87% +$261K 0.44% 58
2014
Q2 		$300K Buy
+9,733
New +$294K 0.24% 88

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cahill Financial Advisors's SYLD Position: Q2 2019 in Review

Cahill Financial Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2019, closing a stake of 20,140 shares — an estimated $726K sold.

Cahill Financial Advisors first reported a position in SYLD in Q2 2014 and held it in 20 quarters. The position peaked at $1.07M in Q4 2017. 36 funds tracked by Wall St. Rank hold SYLD as of Q2 2019.

  • Cahill Financial Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q2 2019 after selling out during the quarter.
  • Cahill Financial Advisors sold 20,140 Cambria Shareholder Yield ETF shares in Q2 2019, an estimated $726K.
  • Cahill Financial Advisors first reported a position in Cambria Shareholder Yield ETF in Q2 2014 and held it in 20 quarters.
  • Cahill Financial Advisors's Cambria Shareholder Yield ETF position peaked at $1.07M in Q4 2017.
  • 36 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2019.

Based on Cahill Financial Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.