West Oak Capital’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

West Oak Capital’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 Q4	–	Sell	-150	Closed	-$6.61K	–	332
2017 Q3	$6.61K	Hold	150	–	–	﹤0.01%	283
2017 Q2	$6.4K	Hold	150	–	–	﹤0.01%	298
2017 Q1	$6.44K	Buy	+150	New	+$6.47K	﹤0.01%	320

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

West Oak Capital's SDOG Position: Q4 2017 in Review

West Oak Capital sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2017, closing a stake of 150 shares — an estimated $6.61K sold.

West Oak Capital first reported a position in SDOG in Q1 2017 and held it in 3 quarters. The position peaked at $6.61K in Q3 2017. 129 funds tracked by Wall St. Rank hold SDOG as of Q4 2017.

West Oak Capital reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2017 after selling out during the quarter.
West Oak Capital sold 150 ALPS Sector Dividend Dogs ETF shares in Q4 2017, an estimated $6.61K.
West Oak Capital first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2017 and held it in 3 quarters.
West Oak Capital's ALPS Sector Dividend Dogs ETF position peaked at $6.61K in Q3 2017.
129 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2017.

Based on West Oak Capital's 13F filing for Q4 2017, filed 5 Jan 2018.