FineMark National Bank & Trust’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

FineMark National Bank & 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
2016 Q3	–	Sell	-50	Closed	-$2K	–	1406
2016 Q2	$2K	Buy	+50	New	+$1.97K	﹤0.01%	1217
2015 Q1	–	Sell	-2,068	Closed	-$79K	–	1448
2014 Q4	$79K	Hold	2,068	–	–	0.01%	557
2014 Q3	$77K	Hold	2,068	–	–	0.01%	544
2014 Q2	$77K	Hold	2,068	–	–	0.01%	527
2014 Q1	$72K	Sell	2,068 -550	-21%	-$18.6K	0.01%	522
2013 Q4	$90K	Hold	2,618	–	–	0.02%	452
2013 Q3	$84K	Sell	2,618 -1,221	-32%	-$39.2K	0.02%	466
2013 Q2	$119K	Buy	+3,839	New	+$119K	0.04%	368

Other funds holding SDOG

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

UCFA

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

FineMark National Bank & Trust's SDOG Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2016, closing a stake of 50 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in SDOG in Q2 2013 and held it in 8 quarters. The position peaked at $119K in Q2 2013. 84 funds tracked by Wall St. Rank hold SDOG as of Q3 2016.

FineMark National Bank & Trust reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 50 ALPS Sector Dividend Dogs ETF shares in Q3 2016, an estimated $2K.
FineMark National Bank & Trust first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2013 and held it in 8 quarters.
FineMark National Bank & Trust's ALPS Sector Dividend Dogs ETF position peaked at $119K in Q2 2013.
84 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.