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Pinnacle Summer Investments’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		– Sell
-600
Closed -$20K – 979
2015
Q3 		$20K Buy
+600
New +$21.4K ﹤0.01% 620

Other funds holding SDOG

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 88.42% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Summer Investments's SDOG Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2015, closing a stake of 600 shares — an estimated $20K sold.

Pinnacle Summer Investments first reported a position in SDOG in Q3 2015 and held it in 1 quarter. The position peaked at $20K in Q3 2015. 70 funds tracked by Wall St. Rank hold SDOG as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 600 ALPS Sector Dividend Dogs ETF shares in Q4 2015, an estimated $20K.
  • Pinnacle Summer Investments first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2015 and held it in 1 quarter.
  • Pinnacle Summer Investments's ALPS Sector Dividend Dogs ETF position peaked at $20K in Q3 2015.
  • 70 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.