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Trilogy Capital’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Trilogy Capital’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 		– Sell
-32
Closed -$1K – 485
2018
Q3 		$1K Hold
32
– – ﹤0.01% 585
2018
Q2 		$1K Hold
32
– – ﹤0.01% 543
2018
Q1 		$1K Buy
+32
New +$1.47K ﹤0.01% 450

Other funds holding SDOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Trilogy Capital's SDOG Position: Q4 2018 in Review

Trilogy Capital sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2018, closing a stake of 32 shares — an estimated $1K sold.

Trilogy Capital first reported a position in SDOG in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 158 funds tracked by Wall St. Rank hold SDOG as of Q4 2018.

  • Trilogy Capital reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2018 after selling out during the quarter.
  • Trilogy Capital sold 32 ALPS Sector Dividend Dogs ETF shares in Q4 2018, an estimated $1K.
  • Trilogy Capital first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2018 and held it in 3 quarters.
  • Trilogy Capital's ALPS Sector Dividend Dogs ETF position peaked at $1K in Q3 2018.
  • 158 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2018.

Based on Trilogy Capital's 13F filing for Q4 2018, filed 15 Jan 2019.