RFM
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Royal Fund Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Royal Fund Management’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
2017
Q1 		– Sell
-261
Closed -$10K – 465
2016
Q4 		$10K Buy
+261
New +$10.8K 0.01% 263

Other funds holding SDOG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Royal Fund Management's SDOG Position: Q1 2017 in Review

Royal Fund Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2017, closing a stake of 261 shares — an estimated $10K sold.

Royal Fund Management first reported a position in SDOG in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 115 funds tracked by Wall St. Rank hold SDOG as of Q1 2017.

  • Royal Fund Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2017 after selling out during the quarter.
  • Royal Fund Management sold 261 ALPS Sector Dividend Dogs ETF shares in Q1 2017, an estimated $10K.
  • Royal Fund Management first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2016 and held it in 1 quarter.
  • Royal Fund Management's ALPS Sector Dividend Dogs ETF position peaked at $10K in Q4 2016.
  • 115 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2017.

Based on Royal Fund Management's 13F filing for Q1 2017, filed 7 May 2020.