Institutional & Family Asset Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,388
Closed -$65K 898
2019
Q4
$65K Buy
1,388
+13
+0.9% +$586 0.01% 295
2019
Q3
$60K Buy
1,375
+12
+0.9% +$518 0.01% 277
2019
Q2
$59K Sell
1,363
-3,978
-74% -$172K 0.01% 294
2019
Q1
$229K Buy
5,341
+95
+2% +$4.02K 0.05% 168
2018
Q4
$205K Buy
5,246
+1,215
+30% +$52.6K 0.05% 163
2018
Q3
$185K Sell
4,031
-253
-6% -$11.6K 0.04% 194
2018
Q2
$191K Buy
4,284
+628
+17% +$27.9K 0.04% 186
2018
Q1
$160K Sell
3,656
-1,633
-31% -$75.2K 0.03% 189
2017
Q4
$242K Buy
5,289
+415
+9% +$18.6K 0.05% 154
2017
Q3
$215K Buy
+4,874
New +$210K 0.04% 166
2017
Q2
Sell
-4,935
Closed -$212K 130
2017
Q1
$212K Sell
4,935
-19,471
-80% -$839K 0.07% 118
2016
Q4
$1.03M Buy
+24,406
New +$1.01M 0.32% 69

Other funds holding SDOG

Institutional & Family Asset Management's SDOG Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2020, closing a stake of 1,388 shares — an estimated $65K sold.

Institutional & Family Asset Management first reported a position in SDOG in Q4 2016 and held it in 12 quarters. The position peaked at $1.03M in Q4 2016. 118 funds tracked by Wall St. Rank hold SDOG as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,388 ALPS Sector Dividend Dogs ETF shares in Q1 2020, an estimated $65K.
  • Institutional & Family Asset Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2016 and held it in 12 quarters.
  • Institutional & Family Asset Management's ALPS Sector Dividend Dogs ETF position peaked at $1.03M in Q4 2016.
  • 118 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.