Merriman Wealth Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Merriman Wealth Management’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
2016 Q4	–	Sell	-34,193	Closed	-$1.42M	–	169
2016 Q3	$1.42M	Sell	34,193 -790	-2%	-$32.7K	0.29%	73
2016 Q2	$1.4M	Buy	+34,983	New	+$1.38M	0.39%	63

Other funds holding SDOG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Merriman Wealth Management's SDOG Position: Q4 2016 in Review

Merriman Wealth Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2016, closing a stake of 34,193 shares — an estimated $1.42M sold.

Merriman Wealth Management first reported a position in SDOG in Q2 2016 and held it in 2 quarters. The position peaked at $1.42M in Q3 2016. 101 funds tracked by Wall St. Rank hold SDOG as of Q4 2016.

Merriman Wealth Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2016 after selling out during the quarter.
Merriman Wealth Management sold 34,193 ALPS Sector Dividend Dogs ETF shares in Q4 2016, an estimated $1.42M.
Merriman Wealth Management first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2016 and held it in 2 quarters.
Merriman Wealth Management's ALPS Sector Dividend Dogs ETF position peaked at $1.42M in Q3 2016.
101 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2016.

Based on Merriman Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.