Commonwealth Equity Services
SWIN

Commonwealth Equity Services’s Alps/Dorsey Wright Sector Momentum ETF SWIN Stock Holding History

Commonwealth Equity Services’s Portfolio SWIN Stock Details SWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-21,835
Closed -$724K – 2898
2018
Q3 		$724K Buy
21,835
+8,026
+58% +$259K ﹤0.01% 1524
2018
Q2 		$431K Buy
13,809
+286
+2% +$8.78K ﹤0.01% 1858
2018
Q1 		$402K Buy
13,523
+2,600
+24% +$78.7K ﹤0.01% 1862
2017
Q4 		$325K Buy
+10,923
New +$319K ﹤0.01% 1996

Commonwealth Equity Services's SWIN Position: Q4 2018 in Review

Commonwealth Equity Services sold out of Alps/Dorsey Wright Sector Momentum ETF (SWIN) in Q4 2018, closing a stake of 21,835 shares — an estimated $724K sold.

Commonwealth Equity Services first reported a position in SWIN in Q4 2017 and held it in 4 quarters. The position peaked at $724K in Q3 2018. 0 funds tracked by Wall St. Rank hold SWIN as of Q4 2018.

  • Commonwealth Equity Services reported no remaining Alps/Dorsey Wright Sector Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 21,835 Alps/Dorsey Wright Sector Momentum ETF shares in Q4 2018, an estimated $724K.
  • Commonwealth Equity Services first reported a position in Alps/Dorsey Wright Sector Momentum ETF in Q4 2017 and held it in 4 quarters.
  • Commonwealth Equity Services's Alps/Dorsey Wright Sector Momentum ETF position peaked at $724K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Alps/Dorsey Wright Sector Momentum ETF as of Q4 2018.

Based on Commonwealth Equity Services's 13F filing for Q4 2018, filed 11 Feb 2019.