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Palo Capital’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Palo Capital’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
2018
Q4 		– Sell
-6,057
Closed -$239K – 153
2018
Q3 		$239K Buy
6,057
+679
+13% +$26.9K 0.09% 144
2018
Q2 		$204K Buy
+5,378
New +$207K 0.07% 164

Other funds holding SYLD

CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Palo Capital's SYLD Position: Q4 2018 in Review

Palo Capital sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2018, closing a stake of 6,057 shares — an estimated $239K sold.

Palo Capital first reported a position in SYLD in Q2 2018 and held it in 2 quarters. The position peaked at $239K in Q3 2018. 42 funds tracked by Wall St. Rank hold SYLD as of Q4 2018.

  • Palo Capital reported no remaining Cambria Shareholder Yield ETF position as of Q4 2018 after selling out during the quarter.
  • Palo Capital sold 6,057 Cambria Shareholder Yield ETF shares in Q4 2018, an estimated $239K.
  • Palo Capital first reported a position in Cambria Shareholder Yield ETF in Q2 2018 and held it in 2 quarters.
  • Palo Capital's Cambria Shareholder Yield ETF position peaked at $239K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.