CWM
SDOG icon

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

Concert Wealth Management’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
2016
Q4 		– Sell
-650
Closed -$27K – 852
2016
Q3 		$27K Buy
+650
New +$26.9K ﹤0.01% 878

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Concert Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2016, closing a stake of 650 shares — an estimated $27K sold.

Concert Wealth Management first reported a position in SDOG in Q3 2016 and held it in 1 quarter. The position peaked at $27K in Q3 2016. 101 funds tracked by Wall St. Rank hold SDOG as of Q4 2016.

  • Concert Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 650 ALPS Sector Dividend Dogs ETF shares in Q4 2016, an estimated $27K.
  • Concert Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $27K in Q3 2016.
  • 101 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2016.

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