Sonora Investment Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Sonora Investment Management’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
2020 Q2	–	Sell	-200	Closed	-$5K	–	1874
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	1277
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	1286
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	1323
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	1306
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	1170
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	993
2018 Q3	$8K	Hold	200	–	–	﹤0.01%	950
2018 Q2	$8K	Hold	200	–	–	﹤0.01%	880
2018 Q1	$7.54K	Hold	200	–	–	﹤0.01%	871
2017 Q4	$7.68K	Hold	200	–	–	﹤0.01%	871
2017 Q3	$7.1K	Hold	200	–	–	﹤0.01%	805
2017 Q2	$6.85K	Hold	200	–	–	﹤0.01%	789
2017 Q1	$6.8K	Hold	200	–	–	﹤0.01%	749
2016 Q4	$6.51K	Hold	200	–	–	﹤0.01%	671
2016 Q3	$6.01K	Hold	200	–	–	﹤0.01%	655
2016 Q2	$5.65K	Hold	200	–	–	﹤0.01%	671
2016 Q1	$5.78K	Hold	200	–	–	﹤0.01%	708
2015 Q4	$6K	Hold	200	–	–	﹤0.01%	612
2015 Q3	$6K	Buy	+200	New	+$6.14K	﹤0.01%	665

Other funds holding SYLD

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sonora Investment Management's SYLD Position: Q2 2020 in Review

Sonora Investment Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2020, closing a stake of 200 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in SYLD in Q3 2015 and held it in 19 quarters. The position peaked at $8K in Q4 2019. 30 funds tracked by Wall St. Rank hold SYLD as of Q2 2020.

Sonora Investment Management reported no remaining Cambria Shareholder Yield ETF position as of Q2 2020 after selling out during the quarter.
Sonora Investment Management sold 200 Cambria Shareholder Yield ETF shares in Q2 2020, an estimated $5K.
Sonora Investment Management first reported a position in Cambria Shareholder Yield ETF in Q3 2015 and held it in 19 quarters.
Sonora Investment Management's Cambria Shareholder Yield ETF position peaked at $8K in Q4 2019.
30 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.