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Gupta Wealth Management’s ALPS REIT Dividend Dogs ETF RDOG Stock Holding History

Gupta Wealth Management’s Portfolio RDOG Stock Details RDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-230
Closed -$10K – 1307
2015
Q1 		$10K Buy
+230
New +$10.5K ﹤0.01% 758

Other funds holding RDOG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GC
Gruss & Co West Palm Beach, Florida $42.8M AUM 49.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Gupta Wealth Management's RDOG Position: Q2 2015 in Review

Gupta Wealth Management sold out of ALPS REIT Dividend Dogs ETF (RDOG) in Q2 2015, closing a stake of 230 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in RDOG in Q1 2015 and held it in 1 quarter. The position peaked at $10K in Q1 2015. 26 funds tracked by Wall St. Rank hold RDOG as of Q2 2015.

  • Gupta Wealth Management reported no remaining ALPS REIT Dividend Dogs ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 230 ALPS REIT Dividend Dogs ETF shares in Q2 2015, an estimated $10K.
  • Gupta Wealth Management first reported a position in ALPS REIT Dividend Dogs ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's ALPS REIT Dividend Dogs ETF position peaked at $10K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held ALPS REIT Dividend Dogs ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.