Dakota Wealth Management
SYLD icon

Dakota Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Dakota Wealth Management’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
2019
Q1 		– Sell
-9,318
Closed -$368K – 333
2018
Q4 		$368K Sell
9,318
-900
-9% -$32.2K 0.08% 192
2018
Q3 		$404K Buy
+10,218
New +$404K 0.09% 176

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Federation des caisses Desjardins du Quebec
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Carson Wealth (CWM LLC)
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Summit Wealth & Retirement Planning
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dakota Wealth Management's SYLD Position: Q1 2019 in Review

Dakota Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2019, closing a stake of 9,318 shares — an estimated $368K sold.

Dakota Wealth Management first reported a position in SYLD in Q3 2018 and held it in 2 quarters. The position peaked at $404K in Q3 2018. 43 funds tracked by Wall St. Rank hold SYLD as of Q1 2019.

  • Dakota Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q1 2019 after selling out during the quarter.
  • Dakota Wealth Management sold 9,318 Cambria Shareholder Yield ETF shares in Q1 2019, an estimated $368K.
  • Dakota Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q3 2018 and held it in 2 quarters.
  • Dakota Wealth Management's Cambria Shareholder Yield ETF position peaked at $404K in Q3 2018.
  • 43 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2019.

Based on Dakota Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.