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Epstein & White Financial’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Epstein & White Financial’s Portfolio OUSA Stock Details OUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-7,856
Closed -$232K – 101
2018
Q2 		$232K Sell
7,856
-101
-1% -$3.09K 0.17% 93
2018
Q1 		$235K Sell
7,957
-15
-0.2% -$472 0.15% 97
2017
Q4 		$264K Buy
+7,972
New +$248K 0.15% 87

Other funds holding OUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Epstein & White Financial's OUSA Position: Q3 2018 in Review

Epstein & White Financial sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2018, closing a stake of 7,856 shares — an estimated $232K sold.

Epstein & White Financial first reported a position in OUSA in Q4 2017 and held it in 3 quarters. The position peaked at $264K in Q4 2017. 54 funds tracked by Wall St. Rank hold OUSA as of Q3 2018.

  • Epstein & White Financial reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 7,856 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2018, an estimated $232K.
  • Epstein & White Financial first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $264K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.