PAS
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Partnervest Advisory Services’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Partnervest Advisory Services’s Portfolio SDOG Stock Details SDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,367
Closed -$51K – 665
2014
Q2 		$51K Buy
1,367
+9
+0.7% +$326 0.02% 362
2014
Q1 		$47K Buy
1,358
+308
+29% +$10.4K 0.02% 336
2013
Q4 		$36K Buy
+1,050
New +$35.1K 0.02% 368

Other funds holding SDOG

BTS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Partnervest Advisory Services's SDOG Position: Q3 2014 in Review

Partnervest Advisory Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q3 2014, closing a stake of 1,367 shares — an estimated $51K sold.

Partnervest Advisory Services first reported a position in SDOG in Q4 2013 and held it in 3 quarters. The position peaked at $51K in Q2 2014. 51 funds tracked by Wall St. Rank hold SDOG as of Q3 2014.

  • Partnervest Advisory Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,367 ALPS Sector Dividend Dogs ETF shares in Q3 2014, an estimated $51K.
  • Partnervest Advisory Services first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's ALPS Sector Dividend Dogs ETF position peaked at $51K in Q2 2014.
  • 51 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.