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Sterling Global Strategies’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Sterling Global Strategies’s Portfolio EQL Stock Details EQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-20,760
Closed -$393K – 26
2014
Q4 		$393K Buy
+20,760
New +$385K 0.21% 8

Other funds holding EQL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sterling Global Strategies's EQL Position: Q1 2015 in Review

Sterling Global Strategies sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2015, closing a stake of 20,760 shares — an estimated $393K sold.

Sterling Global Strategies first reported a position in EQL in Q4 2014 and held it in 1 quarter. The position peaked at $393K in Q4 2014. 27 funds tracked by Wall St. Rank hold EQL as of Q1 2015.

  • Sterling Global Strategies reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2015 after selling out during the quarter.
  • Sterling Global Strategies sold 20,760 ALPS Equal Sector Weight ETF shares in Q1 2015, an estimated $393K.
  • Sterling Global Strategies first reported a position in ALPS Equal Sector Weight ETF in Q4 2014 and held it in 1 quarter.
  • Sterling Global Strategies's ALPS Equal Sector Weight ETF position peaked at $393K in Q4 2014.
  • 27 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2015.

Based on Sterling Global Strategies's 13F filing for Q1 2015, filed 5 May 2015.