NIMC
SYLD icon

NWQ Investment Management Company’s Cambria Shareholder Yield ETF SYLD Stock Holding History

NWQ Investment Management Company’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
2014
Q3 		– Sell
-138,725
Closed -$4.27M – 186
2014
Q2 		$4.27M Buy
+138,725
New +$4.2M 0.04% 137

Other funds holding SYLD

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

NWQ Investment Management Company's SYLD Position: Q3 2014 in Review

NWQ Investment Management Company sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2014, closing a stake of 138,725 shares — an estimated $4.27M sold.

NWQ Investment Management Company first reported a position in SYLD in Q2 2014 and held it in 1 quarter. The position peaked at $4.27M in Q2 2014. 38 funds tracked by Wall St. Rank hold SYLD as of Q3 2014.

  • NWQ Investment Management Company reported no remaining Cambria Shareholder Yield ETF position as of Q3 2014 after selling out during the quarter.
  • NWQ Investment Management Company sold 138,725 Cambria Shareholder Yield ETF shares in Q3 2014, an estimated $4.27M.
  • NWQ Investment Management Company first reported a position in Cambria Shareholder Yield ETF in Q2 2014 and held it in 1 quarter.
  • NWQ Investment Management Company's Cambria Shareholder Yield ETF position peaked at $4.27M in Q2 2014.
  • 38 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2014.

Based on NWQ Investment Management Company's 13F filing for Q3 2014, filed 14 Nov 2014.