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Winslow Evans & Crocker’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$93K Buy
2,080
+1,790
+617% +$71.5K 0.02% 456
2020
Q3 		$10K Hold
290
– – ﹤0.01% 757
2020
Q2 		$9K Hold
290
– – ﹤0.01% 771
2020
Q1 		$8K Hold
290
– – ﹤0.01% 770
2019
Q4 		$12K Hold
290
– – ﹤0.01% 792
2019
Q3 		$12K Buy
+290
New +$10.3K ﹤0.01% 776

Other funds holding SYLD

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's SYLD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Cambria Shareholder Yield ETF (SYLD) stake by 617% in Q4 2020, buying an estimated $71.5K and bringing the position to 2,080 shares worth $93K. The position accounts for 0.02% of the portfolio, ranked #456.

Winslow Evans & Crocker first reported a position in SYLD in Q3 2019 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold SYLD as of Q4 2020.

  • Winslow Evans & Crocker held 2,080 shares of Cambria Shareholder Yield ETF worth $93K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,790 Cambria Shareholder Yield ETF shares in Q4 2020, an estimated $71.5K.
  • Cambria Shareholder Yield ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #456 holding.
  • Winslow Evans & Crocker first reported a position in Cambria Shareholder Yield ETF in Q3 2019 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.