Waverly Advisors’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

Waverly Advisors’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
2015 Q1	–	Sell	-7,700	Closed	-$200K	–	383
2014 Q4	$200K	Sell	7,700 -6,950	-47%	-$188K	0.1%	54
2014 Q3	$415K	Hold	14,650	–	–	0.22%	56
2014 Q2	$461K	Buy	+14,650	New	+$456K	0.19%	55

Other funds holding IDOG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFA

Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Waverly Advisors's IDOG Position: Q1 2015 in Review

Waverly Advisors sold out of ALPS International Sector Dividend Dogs ETF (IDOG) in Q1 2015, closing a stake of 7,700 shares — an estimated $200K sold.

Waverly Advisors first reported a position in IDOG in Q2 2014 and held it in 3 quarters. The position peaked at $461K in Q2 2014. 20 funds tracked by Wall St. Rank hold IDOG as of Q1 2015.

Waverly Advisors reported no remaining ALPS International Sector Dividend Dogs ETF position as of Q1 2015 after selling out during the quarter.
Waverly Advisors sold 7,700 ALPS International Sector Dividend Dogs ETF shares in Q1 2015, an estimated $200K.
Waverly Advisors first reported a position in ALPS International Sector Dividend Dogs ETF in Q2 2014 and held it in 3 quarters.
Waverly Advisors's ALPS International Sector Dividend Dogs ETF position peaked at $461K in Q2 2014.
20 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.