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AE Wealth Management’s ProShares Ultra MSCI EAFE EFO Stock Holding History

AE Wealth Management’s Portfolio EFO Stock Details EFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-37,128
Closed -$1.25M – 382
2017
Q1 		$1.25M Buy
+37,128
New +$1.18M 0.23% 82

Other funds holding EFO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AE Wealth Management's EFO Position: Q2 2017 in Review

AE Wealth Management sold out of ProShares Ultra MSCI EAFE (EFO) in Q2 2017, closing a stake of 37,128 shares — an estimated $1.25M sold.

AE Wealth Management first reported a position in EFO in Q1 2017 and held it in 1 quarter. The position peaked at $1.25M in Q1 2017. 8 funds tracked by Wall St. Rank hold EFO as of Q2 2017.

  • AE Wealth Management reported no remaining ProShares Ultra MSCI EAFE position as of Q2 2017 after selling out during the quarter.
  • AE Wealth Management sold 37,128 ProShares Ultra MSCI EAFE shares in Q2 2017, an estimated $1.25M.
  • AE Wealth Management first reported a position in ProShares Ultra MSCI EAFE in Q1 2017 and held it in 1 quarter.
  • AE Wealth Management's ProShares Ultra MSCI EAFE position peaked at $1.25M in Q1 2017.
  • 8 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q2 2017.

Based on AE Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.