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Pinnacle Associates’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Pinnacle Associates’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
2014
Q2 		– Sell
-7,200
Closed -$218K – 625
2014
Q1 		$218K Buy
+7,200
New +$211K ﹤0.01% 554

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RJFSA
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MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pinnacle Associates's SYLD Position: Q2 2014 in Review

Pinnacle Associates sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2014, closing a stake of 7,200 shares — an estimated $218K sold.

Pinnacle Associates first reported a position in SYLD in Q1 2014 and held it in 1 quarter. The position peaked at $218K in Q1 2014. 35 funds tracked by Wall St. Rank hold SYLD as of Q2 2014.

  • Pinnacle Associates reported no remaining Cambria Shareholder Yield ETF position as of Q2 2014 after selling out during the quarter.
  • Pinnacle Associates sold 7,200 Cambria Shareholder Yield ETF shares in Q2 2014, an estimated $218K.
  • Pinnacle Associates first reported a position in Cambria Shareholder Yield ETF in Q1 2014 and held it in 1 quarter.
  • Pinnacle Associates's Cambria Shareholder Yield ETF position peaked at $218K in Q1 2014.
  • 35 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2014.

Based on Pinnacle Associates's 13F filing for Q2 2014, filed 14 Aug 2014.