Northwest Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Northwest Wealth Management’s Portfolio SYLD Stock Details SYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-235	Closed	-$8K	–	423
2019 Q1	$8K	Hold	235	–	–	0.01%	366
2018 Q4	$8K	Hold	235	–	–	0.01%	349
2018 Q3	$9K	Hold	235	–	–	0.01%	368
2018 Q2	$9K	Hold	235	–	–	0.01%	353
2018 Q1	$9K	Buy	+235	New	+$9.13K	0.01%	361

Other funds holding SYLD

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Wealth Management's SYLD Position: Q2 2019 in Review

Northwest Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2019, closing a stake of 235 shares — an estimated $8K sold.

Northwest Wealth Management first reported a position in SYLD in Q1 2018 and held it in 5 quarters. The position peaked at $9K in Q3 2018. 36 funds tracked by Wall St. Rank hold SYLD as of Q2 2019.

Northwest Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 235 Cambria Shareholder Yield ETF shares in Q2 2019, an estimated $8K.
Northwest Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Cambria Shareholder Yield ETF position peaked at $9K in Q3 2018.
36 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.