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Atria Investments’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Atria Investments’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
2016
Q4 		– Sell
-10,897
Closed -$688K – 643
2016
Q3 		$688K Buy
10,897
+5,285
+94% +$341K 0.06% 256
2016
Q2 		$382K Sell
5,612
-1,521
-21% -$102K 0.04% 320
2016
Q1 		$485K Buy
+7,133
New +$507K 0.06% 252

Other funds holding EFZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Atria Investments's EFZ Position: Q4 2016 in Review

Atria Investments sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q4 2016, closing a stake of 10,897 shares — an estimated $688K sold.

Atria Investments first reported a position in EFZ in Q1 2016 and held it in 3 quarters. The position peaked at $688K in Q3 2016. 20 funds tracked by Wall St. Rank hold EFZ as of Q4 2016.

  • Atria Investments reported no remaining ProShares Trust Short MSCI EAFE position as of Q4 2016 after selling out during the quarter.
  • Atria Investments sold 10,897 ProShares Trust Short MSCI EAFE shares in Q4 2016, an estimated $688K.
  • Atria Investments first reported a position in ProShares Trust Short MSCI EAFE in Q1 2016 and held it in 3 quarters.
  • Atria Investments's ProShares Trust Short MSCI EAFE position peaked at $688K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q4 2016.

Based on Atria Investments's 13F filing for Q4 2016, filed 13 Jan 2017.