LWA
SDOG icon

Lenox Wealth Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Lenox Wealth Advisors’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
2017
Q3 		– Sell
-1,008
Closed -$43K – 279
2017
Q2 		$43K Buy
+1,008
New +$42.9K 0.01% 64

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's SDOG Position: Q3 2017 in Review

Lenox Wealth Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2017, closing a stake of 1,008 shares — an estimated $43K sold.

Lenox Wealth Advisors first reported a position in SDOG in Q2 2017 and held it in 1 quarter. The position peaked at $43K in Q2 2017. 110 funds tracked by Wall St. Rank hold SDOG as of Q3 2017.

  • Lenox Wealth Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,008 ALPS Sector Dividend Dogs ETF shares in Q3 2017, an estimated $43K.
  • Lenox Wealth Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's ALPS Sector Dividend Dogs ETF position peaked at $43K in Q2 2017.
  • 110 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2017.

Based on Lenox Wealth Advisors's 13F filing for Q3 2017, filed 4 Oct 2017.