New England Investment & Retirement Group’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

New England Investment & Retirement 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
2018 Q2	–	Sell	-276,173	Closed	-$12.1M	–	58
2018 Q1	$12.1M	Buy	276,173 +1,914	+0.7%	+$88.1K	6.6%	4
2017 Q4	$12.6M	Buy	274,259 +2,882	+1%	+$129K	6.61%	4
2017 Q3	$12M	Sell	271,377 -565	-0.2%	-$24.3K	6.64%	4
2017 Q2	$11.6M	Buy	271,942 +6,748	+3%	+$287K	6.7%	4
2017 Q1	$11.4M	Buy	265,194 +3,862	+1%	+$166K	6.29%	4
2016 Q4	$11M	Buy	261,332 +424	+0.2%	+$17.6K	6.02%	4
2016 Q3	$10.8M	Buy	260,908 +84,651	+48%	+$3.51M	5.95%	2
2016 Q2	$7.03M	Buy	+176,257	New	+$6.94M	4.16%	6

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

New England Investment & Retirement Group's SDOG Position: Q2 2018 in Review

New England Investment & Retirement Group sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2018, closing a stake of 276,173 shares — an estimated $12.1M sold.

New England Investment & Retirement Group first reported a position in SDOG in Q2 2016 and held it in 8 quarters. The position peaked at $12.6M in Q4 2017. 142 funds tracked by Wall St. Rank hold SDOG as of Q2 2018.

New England Investment & Retirement Group reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2018 after selling out during the quarter.
New England Investment & Retirement Group sold 276,173 ALPS Sector Dividend Dogs ETF shares in Q2 2018, an estimated $12.1M.
New England Investment & Retirement Group first reported a position in ALPS Sector Dividend Dogs ETF in Q2 2016 and held it in 8 quarters.
New England Investment & Retirement Group's ALPS Sector Dividend Dogs ETF position peaked at $12.6M in Q4 2017.
142 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2018.

Based on New England Investment & Retirement Group's 13F filing for Q2 2018, filed 1 Aug 2018.