Waldron Private Wealth’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Waldron Private Wealth’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
2017 Q2	–	Sell	-10,000	Closed	-$429K	–	194
2017 Q1	$429K	Buy	+10,000	New	+$431K	0.11%	120

Other funds holding SDOG

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

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

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

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

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

BWM

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

UCFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCP

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

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

Waldron Private Wealth's SDOG Position: Q2 2017 in Review

Waldron Private Wealth sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2017, closing a stake of 10,000 shares — an estimated $429K sold.

Waldron Private Wealth first reported a position in SDOG in Q1 2017 and held it in 1 quarter. The position peaked at $429K in Q1 2017. 118 funds tracked by Wall St. Rank hold SDOG as of Q2 2017.

Waldron Private Wealth reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2017 after selling out during the quarter.
Waldron Private Wealth sold 10,000 ALPS Sector Dividend Dogs ETF shares in Q2 2017, an estimated $429K.
Waldron Private Wealth first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2017 and held it in 1 quarter.
Waldron Private Wealth's ALPS Sector Dividend Dogs ETF position peaked at $429K in Q1 2017.
118 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2017.

Based on Waldron Private Wealth's 13F filing for Q2 2017, filed 14 Aug 2017.