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

Golden State 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
Q4 		– Sell
-122
Closed -$4K – 829
2019
Q3 		$4K Sell
122
-1,327
-92% -$47.2K ﹤0.01% 901
2019
Q2 		$52K Hold
1,449
– – 0.02% 448
2019
Q1 		$52K Buy
+1,449
New +$51.7K 0.02% 436

Other funds holding SYLD

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Golden State Wealth Management's SYLD Position: Q4 2019 in Review

Golden State Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2019, closing a stake of 122 shares — an estimated $4K sold.

Golden State Wealth Management first reported a position in SYLD in Q1 2019 and held it in 3 quarters. The position peaked at $52K in Q2 2019. 47 funds tracked by Wall St. Rank hold SYLD as of Q4 2019.

  • Golden State Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 122 Cambria Shareholder Yield ETF shares in Q4 2019, an estimated $4K.
  • Golden State Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Cambria Shareholder Yield ETF position peaked at $52K in Q2 2019.
  • 47 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.