SWS Partners’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

SWS Partners’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
2018 Q4	$1.79M	Sell	45,864 -1,689	-4%	-$73.1K	1.36%	24
2018 Q3	$2.18M	Buy	47,553 +931	+2%	+$42.6K	1.38%	31
2018 Q2	$2.08M	Sell	46,622 -1,608	-3%	-$71.5K	1.46%	18
2018 Q1	$2.06M	Sell	48,230 -1,087	-2%	-$50.1K	1.52%	15
2017 Q4	$2.26M	Buy	+49,317	New	+$2.21M	1.7%	12

Other funds holding SDOG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWS Partners's SDOG Position: Q4 2018 in Review

SWS Partners reduced its ALPS Sector Dividend Dogs ETF (SDOG) stake by 3.6% in Q4 2018, selling an estimated $73.1K and leaving 45,864 shares worth $1.79M. The position accounts for 1.36% of the portfolio, ranked #24.

SWS Partners first reported a position in SDOG in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.26M in Q4 2017. 158 funds tracked by Wall St. Rank hold SDOG as of Q4 2018.

SWS Partners held 45,864 shares of ALPS Sector Dividend Dogs ETF worth $1.79M as of Q4 2018.
SWS Partners sold 1,689 ALPS Sector Dividend Dogs ETF shares in Q4 2018, an estimated $73.1K.
ALPS Sector Dividend Dogs ETF made up 1.36% of SWS Partners's portfolio in Q4 2018, its #24 holding.
SWS Partners first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2017 and has held it in 5 quarters since.
SWS Partners's ALPS Sector Dividend Dogs ETF position peaked at $2.26M in Q4 2017.
158 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2018.

Based on SWS Partners's 13F filing for Q4 2018, filed 4 Feb 2019.