Sullivan, Bruyette, Speros & Blaney’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	–	Sell	-6,009	Closed	-$242K	–	342
2019 Q4	$242K	Sell	6,009 -834	-12%	-$32K	0.01%	222
2019 Q3	$249K	Buy	+6,843	New	+$243K	0.01%	205

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's SYLD Position: Q1 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2020, closing a stake of 6,009 shares — an estimated $242K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in SYLD in Q3 2019 and held it in 2 quarters. The position peaked at $249K in Q3 2019. 36 funds tracked by Wall St. Rank hold SYLD as of Q1 2020.

Sullivan, Bruyette, Speros & Blaney reported no remaining Cambria Shareholder Yield ETF position as of Q1 2020 after selling out during the quarter.
Sullivan, Bruyette, Speros & Blaney sold 6,009 Cambria Shareholder Yield ETF shares in Q1 2020, an estimated $242K.
Sullivan, Bruyette, Speros & Blaney first reported a position in Cambria Shareholder Yield ETF in Q3 2019 and held it in 2 quarters.
Sullivan, Bruyette, Speros & Blaney's Cambria Shareholder Yield ETF position peaked at $249K in Q3 2019.
36 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2020, filed 5 May 2020.