WFG
SYLD icon

Wills Financial Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Wills Financial Group’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,279
Closed -$330K – 69
2017
Q3 		$330K Sell
9,279
-153
-2% -$5.27K 0.24% 59
2017
Q2 		$323K Sell
9,432
-382
-4% -$12.9K 0.24% 62
2017
Q1 		$334K Sell
9,814
-453
-4% -$15.2K 0.26% 60
2016
Q4 		$334K Buy
10,267
+1,402
+16% +$43.9K 0.27% 58
2016
Q3 		$266K Sell
8,865
-11,151
-56% -$328K 0.23% 62
2016
Q2 		$565K Sell
20,016
-697
-3% -$19.9K 0.47% 48
2016
Q1 		$599K Buy
20,713
+611
+3% +$16.8K 0.52% 44
2015
Q4 		$580K Buy
20,102
+609
+3% +$18.8K 0.51% 46
2015
Q3 		$567K Buy
19,493
+2,323
+14% +$71.4K 0.52% 47
2015
Q2 		$537K Buy
17,170
+1,211
+8% +$38.7K 0.46% 51
2015
Q1 		$507K Buy
15,959
+1,405
+10% +$44.4K 0.42% 52
2014
Q4 		$453K Buy
14,554
+1,672
+13% +$51.8K 0.37% 55
2014
Q3 		$389K Buy
12,882
+1,018
+9% +$31.5K 0.33% 59
2014
Q2 		$365K Buy
11,864
+4,691
+65% +$142K 0.3% 63
2014
Q1 		$216K Buy
7,173
+106
+1% +$3.11K 0.21% 65
2013
Q4 		$207K Buy
+7,067
New +$201K 0.21% 64

Other funds holding SYLD

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Wills Financial Group's SYLD Position: Q4 2017 in Review

Wills Financial Group sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2017, closing a stake of 9,279 shares — an estimated $330K sold.

Wills Financial Group first reported a position in SYLD in Q4 2013 and held it in 16 quarters. The position peaked at $599K in Q1 2016. 35 funds tracked by Wall St. Rank hold SYLD as of Q4 2017.

  • Wills Financial Group reported no remaining Cambria Shareholder Yield ETF position as of Q4 2017 after selling out during the quarter.
  • Wills Financial Group sold 9,279 Cambria Shareholder Yield ETF shares in Q4 2017, an estimated $330K.
  • Wills Financial Group first reported a position in Cambria Shareholder Yield ETF in Q4 2013 and held it in 16 quarters.
  • Wills Financial Group's Cambria Shareholder Yield ETF position peaked at $599K in Q1 2016.
  • 35 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2017.

Based on Wills Financial Group's 13F filing for Q4 2017, filed 8 Feb 2018.