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Obermeyer Wealth Partners’s ALPS REIT Dividend Dogs ETF RDOG Stock Holding History

Obermeyer Wealth Partners’s Portfolio RDOG Stock Details RDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-330
Closed -$13K – 227
2013
Q2 		$13K Buy
+330
New +$13.9K ﹤0.01% 247

Other funds holding RDOG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Obermeyer Wealth Partners's RDOG Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of ALPS REIT Dividend Dogs ETF (RDOG) in Q3 2013, closing a stake of 330 shares — an estimated $13K sold.

Obermeyer Wealth Partners first reported a position in RDOG in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 33 funds tracked by Wall St. Rank hold RDOG as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining ALPS REIT Dividend Dogs ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 330 ALPS REIT Dividend Dogs ETF shares in Q3 2013, an estimated $13K.
  • Obermeyer Wealth Partners first reported a position in ALPS REIT Dividend Dogs ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's ALPS REIT Dividend Dogs ETF position peaked at $13K in Q2 2013.
  • 33 funds tracked by Wall St. Rank held ALPS REIT Dividend Dogs ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.