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Wealthfront’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Wealthfront’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
2014
Q4 		– Sell
-93
Closed -$3K – 937
2014
Q3 		$3K Buy
+93
New +$3.49K ﹤0.01% 574

Other funds holding SDOG

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Wealthfront's SDOG Position: Q4 2014 in Review

Wealthfront sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2014, closing a stake of 93 shares — an estimated $3K sold.

Wealthfront first reported a position in SDOG in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 58 funds tracked by Wall St. Rank hold SDOG as of Q4 2014.

  • Wealthfront reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 93 ALPS Sector Dividend Dogs ETF shares in Q4 2014, an estimated $3K.
  • Wealthfront first reported a position in ALPS Sector Dividend Dogs ETF in Q3 2014 and held it in 1 quarter.
  • Wealthfront's ALPS Sector Dividend Dogs ETF position peaked at $3K in Q3 2014.
  • 58 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.