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Regal Investment Advisors’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Regal Investment Advisors’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
-57
Closed -$1K – 768
2015
Q3 		$1K Hold
57
– – ﹤0.01% 997
2015
Q2 		$2K Hold
57
– – ﹤0.01% 851
2015
Q1 		$2K Buy
+57
New +$2.15K ﹤0.01% 913

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 $40.4B AUM 21.2% 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 6.48% 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 $377B AUM 19.32% 1-Year Est. Return

Regal Investment Advisors's SDOG Position: Q4 2015 in Review

Regal Investment Advisors sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2015, closing a stake of 57 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in SDOG in Q1 2015 and held it in 3 quarters. The position peaked at $2K in Q2 2015. 70 funds tracked by Wall St. Rank hold SDOG as of Q4 2015.

  • Regal Investment Advisors reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 57 ALPS Sector Dividend Dogs ETF shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's ALPS Sector Dividend Dogs ETF position peaked at $2K in Q2 2015.
  • 70 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.