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Community Financial System’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Community Financial System’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
2014
Q3 		$81K Hold
2,175
– – 0.02% 212
2014
Q2 		$81K Buy
+2,175
New +$78.7K 0.02% 209

Other funds holding SDOG

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Community Financial System's SDOG Position: Q3 2014 in Review

Community Financial System held its ALPS Sector Dividend Dogs ETF (SDOG) position steady in Q3 2014 at 2,175 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #212.

Community Financial System first reported a position in SDOG in Q2 2014 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold SDOG as of Q3 2014.

  • Community Financial System held 2,175 shares of ALPS Sector Dividend Dogs ETF worth $81K as of Q3 2014.
  • Community Financial System left its ALPS Sector Dividend Dogs ETF share count unchanged in Q3 2014.
  • ALPS Sector Dividend Dogs ETF made up 0.02% of Community Financial System's portfolio in Q3 2014, its #212 holding.
  • Community Financial System first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2014 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.