Creative Planning
SYLD icon

Creative Planning’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-712
Closed -$24K – 3507
2017
Q2 		$24K Buy
712
+1
+0.1% +$34 ﹤0.01% 3059
2017
Q1 		$24K Buy
711
+153
+27% +$5.15K ﹤0.01% 3016
2016
Q4 		$18K Buy
558
+102
+22% +$3.2K ﹤0.01% 3149
2016
Q3 		$14K Sell
456
-1,789
-80% -$52.6K ﹤0.01% 3284
2016
Q2 		$63K Buy
2,245
+1,004
+81% +$28.7K ﹤0.01% 1978
2016
Q1 		$36K Sell
1,241
-537
-30% -$14.7K ﹤0.01% 2329
2015
Q4 		$51K Buy
1,778
+1,253
+239% +$38.6K ﹤0.01% 2108
2015
Q3 		$15K Buy
+525
New +$16.1K ﹤0.01% 2958
2015
Q2 		– Sell
-2,072
Closed -$66K – 2795
2015
Q1 		$66K Buy
2,072
+313
+18% +$9.89K ﹤0.01% 1824
2014
Q4 		$55K Buy
1,759
+650
+59% +$20.1K ﹤0.01% 1954
2014
Q3 		$34K Buy
1,109
+604
+120% +$18.7K ﹤0.01% 2182
2014
Q2 		$16K Buy
505
+2
+0.4% +$61 ﹤0.01% 2630
2014
Q1 		$15K Sell
503
-797
-61% -$23.4K ﹤0.01% 2558
2013
Q4 		$38K Buy
1,300
+1,200
+1,200% +$34.1K ﹤0.01% 1778
2013
Q3 		$3K Sell
100
-2,000
-95% -$53.4K ﹤0.01% 2914
2013
Q2 		$53K Buy
+2,100
New +$52.9K ﹤0.01% 1353

Other funds holding SYLD

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Creative Planning's SYLD Position: Q3 2017 in Review

Creative Planning sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2017, closing a stake of 712 shares — an estimated $24K sold.

Creative Planning first reported a position in SYLD in Q2 2013 and held it in 16 quarters. The position peaked at $66K in Q1 2015. 33 funds tracked by Wall St. Rank hold SYLD as of Q3 2017.

  • Creative Planning reported no remaining Cambria Shareholder Yield ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 712 Cambria Shareholder Yield ETF shares in Q3 2017, an estimated $24K.
  • Creative Planning first reported a position in Cambria Shareholder Yield ETF in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Cambria Shareholder Yield ETF position peaked at $66K in Q1 2015.
  • 33 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.