Winch Advisory Services’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

Winch Advisory Services’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 Q1	–	Sell	-145	Closed	-$7K	–	321
2017 Q4	$7K	Hold	145	–	–	﹤0.01%	202
2017 Q3	$6K	Hold	145	–	–	﹤0.01%	198
2017 Q2	$6K	Hold	145	–	–	﹤0.01%	215
2017 Q1	$6K	Hold	145	–	–	﹤0.01%	201
2016 Q4	$6K	Hold	145	–	–	﹤0.01%	180
2016 Q3	$6K	Hold	145	–	–	﹤0.01%	185
2016 Q2	$6K	Hold	145	–	–	0.01%	175
2016 Q1	$6K	Hold	145	–	–	0.01%	145
2015 Q4	$5K	Hold	145	–	–	0.01%	169
2015 Q3	$5K	Hold	145	–	–	0.01%	158
2015 Q2	$5K	Hold	145	–	–	﹤0.01%	209
2015 Q1	$5K	Buy	+145	New	+$5.48K	﹤0.01%	194

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

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

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

CCP

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

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Winch Advisory Services's SDOG Position: Q1 2018 in Review

Winch Advisory Services sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q1 2018, closing a stake of 145 shares — an estimated $7K sold.

Winch Advisory Services first reported a position in SDOG in Q1 2015 and held it in 12 quarters. The position peaked at $7K in Q4 2017. 148 funds tracked by Wall St. Rank hold SDOG as of Q1 2018.

Winch Advisory Services reported no remaining ALPS Sector Dividend Dogs ETF position as of Q1 2018 after selling out during the quarter.
Winch Advisory Services sold 145 ALPS Sector Dividend Dogs ETF shares in Q1 2018, an estimated $7K.
Winch Advisory Services first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2015 and held it in 12 quarters.
Winch Advisory Services's ALPS Sector Dividend Dogs ETF position peaked at $7K in Q4 2017.
148 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q1 2018.

Based on Winch Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.