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Pacifica Partners’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Pacifica Partners’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
2022
Q4 		– Sell
-200
Closed -$11K – 499
2022
Q3 		$11K Hold
200
– – 0.01% 288
2022
Q2 		$11K Hold
200
– – 0.01% 293
2022
Q1 		$13K Hold
200
– – 0.01% 278
2021
Q4 		$13K Hold
200
– – 0.01% 271
2021
Q3 		$12K Hold
200
– – 0.01% 283
2021
Q2 		$13K Buy
+200
New +$12.8K 0.01% 259

Other funds holding SYLD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Pacifica Partners's SYLD Position: Q4 2022 in Review

Pacifica Partners sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2022, closing a stake of 200 shares — an estimated $11K sold.

Pacifica Partners first reported a position in SYLD in Q2 2021 and held it in 6 quarters. The position peaked at $13K in Q1 2022. 131 funds tracked by Wall St. Rank hold SYLD as of Q4 2022.

  • Pacifica Partners reported no remaining Cambria Shareholder Yield ETF position as of Q4 2022 after selling out during the quarter.
  • Pacifica Partners sold 200 Cambria Shareholder Yield ETF shares in Q4 2022, an estimated $11K.
  • Pacifica Partners first reported a position in Cambria Shareholder Yield ETF in Q2 2021 and held it in 6 quarters.
  • Pacifica Partners's Cambria Shareholder Yield ETF position peaked at $13K in Q1 2022.
  • 131 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2022.

Based on Pacifica Partners's 13F filing for Q4 2022, filed 12 Jan 2023.