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

Executive 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
Q3 		– Sell
-198
Closed -$7K – 709
2019
Q2 		$7K Hold
198
– – ﹤0.01% 674
2019
Q1 		$7K Hold
198
– – ﹤0.01% 609
2018
Q4 		$6K Buy
+198
New +$7.09K ﹤0.01% 650

Other funds holding SYLD

CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $427M AUM 17.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Executive Wealth Management's SYLD Position: Q3 2019 in Review

Executive Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2019, closing a stake of 198 shares — an estimated $7K sold.

Executive Wealth Management first reported a position in SYLD in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2019. 44 funds tracked by Wall St. Rank hold SYLD as of Q3 2019.

  • Executive Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 198 Cambria Shareholder Yield ETF shares in Q3 2019, an estimated $7K.
  • Executive Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Cambria Shareholder Yield ETF position peaked at $7K in Q2 2019.
  • 44 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.