Dorsey & Whitney Trust’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Dorsey & Whitney Trust’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
2019 Q3	–	Sell	-36,210	Closed	-$1.57M	–	444
2019 Q2	$1.57M	Hold	36,210	–	–	0.24%	95
2019 Q1	$1.55M	Hold	36,210	–	–	0.24%	93
2018 Q4	$1.42M	Hold	36,210	–	–	0.25%	95
2018 Q3	$1.66M	Hold	36,210	–	–	0.26%	92
2018 Q2	$1.61M	Hold	36,210	–	–	0.28%	93
2018 Q1	$1.58M	Buy	+36,210	New	+$1.67M	0.29%	89

Other funds holding SDOG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Dorsey & Whitney Trust's SDOG Position: Q3 2019 in Review

Dorsey & Whitney Trust sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2019, closing a stake of 36,210 shares — an estimated $1.57M sold.

Dorsey & Whitney Trust first reported a position in SDOG in Q1 2018 and held it in 6 quarters. The position peaked at $1.66M in Q3 2018. 147 funds tracked by Wall St. Rank hold SDOG as of Q3 2019.

Dorsey & Whitney Trust reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2019 after selling out during the quarter.
Dorsey & Whitney Trust sold 36,210 ALPS Sector Dividend Dogs ETF shares in Q3 2019, an estimated $1.57M.
Dorsey & Whitney Trust first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2018 and held it in 6 quarters.
Dorsey & Whitney Trust's ALPS Sector Dividend Dogs ETF position peaked at $1.66M in Q3 2018.
147 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2019.

Based on Dorsey & Whitney Trust's 13F filing for Q3 2019, filed 8 Nov 2019.