Private Advisory Group’s Alps/Dorsey Wright Sector Momentum ETF SWIN Stock Holding History

Private Advisory Group’s Portfolio SWIN Stock Details SWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-16,101	Closed	-$498K	–	167
2018 Q3	$498K	Buy	+16,101	New	+$520K	0.25%	87
2017 Q4	–	Sell	-17,519	Closed	-$492K	–	150
2017 Q3	$492K	Buy	17,519 +2,973	+20%	+$82.7K	0.29%	64
2017 Q2	$393K	Sell	14,546 -102	-0.7%	-$2.71K	0.23%	77
2017 Q1	$383K	Buy	+14,648	New	+$377K	0.26%	96

Private Advisory Group's SWIN Position: Q4 2018 in Review

Private Advisory Group sold out of Alps/Dorsey Wright Sector Momentum ETF (SWIN) in Q4 2018, closing a stake of 16,101 shares — an estimated $498K sold.

Private Advisory Group first reported a position in SWIN in Q1 2017 and held it in 4 quarters. The position peaked at $498K in Q3 2018. 0 funds tracked by Wall St. Rank hold SWIN as of Q4 2018.

Private Advisory Group reported no remaining Alps/Dorsey Wright Sector Momentum ETF position as of Q4 2018 after selling out during the quarter.
Private Advisory Group sold 16,101 Alps/Dorsey Wright Sector Momentum ETF shares in Q4 2018, an estimated $498K.
Private Advisory Group first reported a position in Alps/Dorsey Wright Sector Momentum ETF in Q1 2017 and held it in 4 quarters.
Private Advisory Group's Alps/Dorsey Wright Sector Momentum ETF position peaked at $498K in Q3 2018.
0 funds tracked by Wall St. Rank held Alps/Dorsey Wright Sector Momentum ETF as of Q4 2018.

Based on Private Advisory Group's 13F filing for Q4 2018, filed 11 Feb 2019.