Kavar Capital Partners Group’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Kavar Capital Partners Group’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
2015 Q4	–	Sell	-375	Closed	-$12K	–	520
2015 Q3	$12K	Hold	375	–	–	0.01%	269
2015 Q2	$13K	Buy	+375	New	+$14.3K	0.01%	287
2014 Q2	–	Sell	-125	Closed	-$4K	–	383
2014 Q1	$4K	Hold	125	–	–	﹤0.01%	357
2013 Q4	$4K	Buy	+125	New	+$4.18K	﹤0.01%	338

Other funds holding SDOG

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

UCFA

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kavar Capital Partners Group's SDOG Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2015, closing a stake of 375 shares — an estimated $12K sold.

Kavar Capital Partners Group first reported a position in SDOG in Q4 2013 and held it in 4 quarters. The position peaked at $13K in Q2 2015. 70 funds tracked by Wall St. Rank hold SDOG as of Q4 2015.

Kavar Capital Partners Group reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2015 after selling out during the quarter.
Kavar Capital Partners Group sold 375 ALPS Sector Dividend Dogs ETF shares in Q4 2015, an estimated $12K.
Kavar Capital Partners Group first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2013 and held it in 4 quarters.
Kavar Capital Partners Group's ALPS Sector Dividend Dogs ETF position peaked at $13K in Q2 2015.
70 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.