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Pathstone Family Office’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-1,300
Closed -$58K – 1280
2020
Q4 		$58K Hold
1,300
– – ﹤0.01% 488
2020
Q3 		$45K Hold
1,300
– – ﹤0.01% 380
2020
Q2 		$42K Sell
1,300
-5,400
-81% -$162K 0.01% 337
2020
Q1 		$169K Buy
+6,700
New +$235K 0.02% 176

Other funds holding SYLD

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Pathstone Family Office's SYLD Position: Q1 2021 in Review

Pathstone Family Office sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2021, closing a stake of 1,300 shares — an estimated $58K sold.

Pathstone Family Office first reported a position in SYLD in Q1 2020 and held it in 4 quarters. The position peaked at $169K in Q1 2020. 46 funds tracked by Wall St. Rank hold SYLD as of Q1 2021.

  • Pathstone Family Office reported no remaining Cambria Shareholder Yield ETF position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 1,300 Cambria Shareholder Yield ETF shares in Q1 2021, an estimated $58K.
  • Pathstone Family Office first reported a position in Cambria Shareholder Yield ETF in Q1 2020 and held it in 4 quarters.
  • Pathstone Family Office's Cambria Shareholder Yield ETF position peaked at $169K in Q1 2020.
  • 46 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.