WealthPLAN Partners’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

WealthPLAN Partners’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
2016 Q3	$46.9K	Sell	1,943 -4,203	-68%	-$101K	0.02%	349
2016 Q2	$45.3K	Buy	+6,146	New	+$145K	0.01%	967
2015 Q4	$201K	Buy	+31,388	New	+$760K	0.03%	268
2015 Q2	$689K	Sell	26,483 -1,611	-6%	-$44.6K	0.3%	41
2015 Q1	$760K	Buy	+28,094	New	+$755K	0.35%	51

Other funds holding IDOG

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

CFA

Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

WealthPLAN Partners's IDOG Position: Q3 2016 in Review

WealthPLAN Partners reduced its ALPS International Sector Dividend Dogs ETF (IDOG) stake by 68% in Q3 2016, selling an estimated $101K and leaving 1,943 shares worth $46.9K. The position accounts for 0.02% of the portfolio, ranked #349.

WealthPLAN Partners first reported a position in IDOG in Q1 2015 and has held it in 5 quarters since. The position peaked at $760K in Q1 2015. 26 funds tracked by Wall St. Rank hold IDOG as of Q3 2016.

WealthPLAN Partners held 1,943 shares of ALPS International Sector Dividend Dogs ETF worth $46.9K as of Q3 2016.
WealthPLAN Partners sold 4,203 ALPS International Sector Dividend Dogs ETF shares in Q3 2016, an estimated $101K.
ALPS International Sector Dividend Dogs ETF made up 0.02% of WealthPLAN Partners's portfolio in Q3 2016, its #349 holding.
WealthPLAN Partners first reported a position in ALPS International Sector Dividend Dogs ETF in Q1 2015 and has held it in 5 quarters since.
WealthPLAN Partners's ALPS International Sector Dividend Dogs ETF position peaked at $760K in Q1 2015.
26 funds tracked by Wall St. Rank held ALPS International Sector Dividend Dogs ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.