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Swaine & Leidel Wealth Services’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio IDOG Stock Details IDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-81,626
Closed -$2.14M – 66
2019
Q1 		$2.14M Buy
81,626
+11,398
+16% +$294K 2.71% 8
2018
Q4 		$1.84M Buy
+70,228
New +$1.77M 2.92% 6

Other funds holding IDOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WA
Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Swaine & Leidel Wealth Services's IDOG Position: Q2 2019 in Review

Swaine & Leidel Wealth Services sold out of ALPS International Sector Dividend Dogs ETF (IDOG) in Q2 2019, closing a stake of 81,626 shares — an estimated $2.14M sold.

Swaine & Leidel Wealth Services first reported a position in IDOG in Q4 2018 and held it in 2 quarters. The position peaked at $2.14M in Q1 2019. 42 funds tracked by Wall St. Rank hold IDOG as of Q2 2019.

  • Swaine & Leidel Wealth Services reported no remaining ALPS International Sector Dividend Dogs ETF position as of Q2 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 81,626 ALPS International Sector Dividend Dogs ETF shares in Q2 2019, an estimated $2.14M.
  • Swaine & Leidel Wealth Services first reported a position in ALPS International Sector Dividend Dogs ETF in Q4 2018 and held it in 2 quarters.
  • Swaine & Leidel Wealth Services's ALPS International Sector Dividend Dogs ETF position peaked at $2.14M in Q1 2019.
  • 42 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q2 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2019, filed 8 Aug 2019.