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Gupta Wealth Management’s ALPS Emerging Sector Dividend Dogs ETF EDOG Stock Holding History

Gupta Wealth Management’s Portfolio EDOG Stock Details EDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-40
Closed -$1K – 1274
2015
Q3 		$1K Buy
+40
New +$871 ﹤0.01% 1190

Other funds holding EDOG

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VKH
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gupta Wealth Management's EDOG Position: Q4 2015 in Review

Gupta Wealth Management sold out of ALPS Emerging Sector Dividend Dogs ETF (EDOG) in Q4 2015, closing a stake of 40 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in EDOG in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 12 funds tracked by Wall St. Rank hold EDOG as of Q4 2015.

  • Gupta Wealth Management reported no remaining ALPS Emerging Sector Dividend Dogs ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 40 ALPS Emerging Sector Dividend Dogs ETF shares in Q4 2015, an estimated $1K.
  • Gupta Wealth Management first reported a position in ALPS Emerging Sector Dividend Dogs ETF in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's ALPS Emerging Sector Dividend Dogs ETF position peaked at $1K in Q3 2015.
  • 12 funds tracked by Wall St. Rank held ALPS Emerging Sector Dividend Dogs ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.