AIP
EFZ icon

Almanack Investment Partners’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Almanack Investment Partners’s Portfolio EFZ Stock Details EFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,445
Closed -$337K – 272
2018
Q2 		$337K Buy
+6,445
New +$328K 0.15% 67

Other funds holding EFZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Almanack Investment Partners's EFZ Position: Q3 2018 in Review

Almanack Investment Partners sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q3 2018, closing a stake of 6,445 shares — an estimated $337K sold.

Almanack Investment Partners first reported a position in EFZ in Q2 2018 and held it in 1 quarter. The position peaked at $337K in Q2 2018. 15 funds tracked by Wall St. Rank hold EFZ as of Q3 2018.

  • Almanack Investment Partners reported no remaining ProShares Trust Short MSCI EAFE position as of Q3 2018 after selling out during the quarter.
  • Almanack Investment Partners sold 6,445 ProShares Trust Short MSCI EAFE shares in Q3 2018, an estimated $337K.
  • Almanack Investment Partners first reported a position in ProShares Trust Short MSCI EAFE in Q2 2018 and held it in 1 quarter.
  • Almanack Investment Partners's ProShares Trust Short MSCI EAFE position peaked at $337K in Q2 2018.
  • 15 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q3 2018.

Based on Almanack Investment Partners's 13F filing for Q3 2018, filed 13 Nov 2018.