Whitener Capital Management’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-33	Closed	-$1K	–	370
2019 Q3	$1K	Hold	33	–	–	﹤0.01%	471
2019 Q2	$1K	Hold	33	–	–	﹤0.01%	461
2019 Q1	$1K	Hold	33	–	–	﹤0.01%	461
2018 Q4	$1K	Hold	33	–	–	﹤0.01%	427
2018 Q3	$1K	Buy	+33	New	+$1.51K	﹤0.01%	449
2018 Q2	–	Sell	-33	Closed	-$1K	–	348
2018 Q1	$1K	Buy	+33	New	+$1.52K	﹤0.01%	454

Other funds holding SDOG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

RJA

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

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

Whitener Capital Management's SDOG Position: Q4 2019 in Review

Whitener Capital Management sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q4 2019, closing a stake of 33 shares — an estimated $1K sold.

Whitener Capital Management first reported a position in SDOG in Q1 2018 and held it in 6 quarters. The position peaked at $1K in Q3 2019. 148 funds tracked by Wall St. Rank hold SDOG as of Q4 2019.

Whitener Capital Management reported no remaining ALPS Sector Dividend Dogs ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 33 ALPS Sector Dividend Dogs ETF shares in Q4 2019, an estimated $1K.
Whitener Capital Management first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2018 and held it in 6 quarters.
Whitener Capital Management's ALPS Sector Dividend Dogs ETF position peaked at $1K in Q3 2019.
148 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.