Concert Wealth Management’s ALPS Emerging Sector Dividend Dogs ETF EDOG Stock Holding History

Concert Wealth Management’s Portfolio EDOG Stock Details EDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-224	Closed	-$5K	–	568
2016 Q3	$5K	Buy	+224	New	+$5.08K	﹤0.01%	964

Other funds holding EDOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Concert Wealth Management's EDOG Position: Q4 2016 in Review

Concert Wealth Management sold out of ALPS Emerging Sector Dividend Dogs ETF (EDOG) in Q4 2016, closing a stake of 224 shares — an estimated $5K sold.

Concert Wealth Management first reported a position in EDOG in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 12 funds tracked by Wall St. Rank hold EDOG as of Q4 2016.

Concert Wealth Management reported no remaining ALPS Emerging Sector Dividend Dogs ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 224 ALPS Emerging Sector Dividend Dogs ETF shares in Q4 2016, an estimated $5K.
Concert Wealth Management first reported a position in ALPS Emerging Sector Dividend Dogs ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's ALPS Emerging Sector Dividend Dogs ETF position peaked at $5K in Q3 2016.
12 funds tracked by Wall St. Rank held ALPS Emerging Sector Dividend Dogs ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.