Whalerock Point Partners’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Whalerock Point Partners’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
2018 Q2	–	Sell	-7,800	Closed	-$341K	–	165
2018 Q1	$341K	Hold	7,800	–	–	0.11%	138
2017 Q4	$357K	Buy	+7,800	New	+$350K	0.11%	133

Other funds holding SDOG

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

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

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

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

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

BWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CCP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whalerock Point Partners's SDOG Position: Q2 2018 in Review

Whalerock Point Partners sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2018, closing a stake of 7,800 shares — an estimated $341K sold.

Whalerock Point Partners first reported a position in SDOG in Q4 2017 and held it in 2 quarters. The position peaked at $357K in Q4 2017. 142 funds tracked by Wall St. Rank hold SDOG as of Q2 2018.

Whalerock Point Partners reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2018 after selling out during the quarter.
Whalerock Point Partners sold 7,800 ALPS Sector Dividend Dogs ETF shares in Q2 2018, an estimated $341K.
Whalerock Point Partners first reported a position in ALPS Sector Dividend Dogs ETF in Q4 2017 and held it in 2 quarters.
Whalerock Point Partners's ALPS Sector Dividend Dogs ETF position peaked at $357K in Q4 2017.
142 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2018.

Based on Whalerock Point Partners's 13F filing for Q2 2018, filed 4 Mar 2019.