United Capital Financial Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

United Capital Financial Advisors’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
2018 Q4	–	Sell	-5,200	Closed	-$205K	–	1364
2018 Q3	$205K	Buy	+5,200	New	+$206K	﹤0.01%	1244

Other funds holding SYLD

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's SYLD Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2018, closing a stake of 5,200 shares — an estimated $205K sold.

United Capital Financial Advisors first reported a position in SYLD in Q3 2018 and held it in 1 quarter. The position peaked at $205K in Q3 2018. 42 funds tracked by Wall St. Rank hold SYLD as of Q4 2018.

United Capital Financial Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 5,200 Cambria Shareholder Yield ETF shares in Q4 2018, an estimated $205K.
United Capital Financial Advisors first reported a position in Cambria Shareholder Yield ETF in Q3 2018 and held it in 1 quarter.
United Capital Financial Advisors's Cambria Shareholder Yield ETF position peaked at $205K in Q3 2018.
42 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.