DFIM
DOG

Detwiler Fenton Investment Management’s ProShares Short Dow30 DOG Stock Holding History

Detwiler Fenton Investment Management’s Portfolio DOG Stock Details DOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,158
Closed -$520K – 72
2014
Q2 		$520K Buy
+5,158
New +$530K 0.42% 51

Other funds holding DOG

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
SFU
Stonehage Fleming (UK) London, United Kingdom $220M AUM 0.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 83.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWA
Constellation Wealth Advisors New York $903M AUM 2.38% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return

Detwiler Fenton Investment Management's DOG Position: Q3 2014 in Review

Detwiler Fenton Investment Management sold out of ProShares Short Dow30 (DOG) in Q3 2014, closing a stake of 5,158 shares — an estimated $520K sold.

Detwiler Fenton Investment Management first reported a position in DOG in Q2 2014 and held it in 1 quarter. The position peaked at $520K in Q2 2014. 41 funds tracked by Wall St. Rank hold DOG as of Q3 2014.

  • Detwiler Fenton Investment Management reported no remaining ProShares Short Dow30 position as of Q3 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 5,158 ProShares Short Dow30 shares in Q3 2014, an estimated $520K.
  • Detwiler Fenton Investment Management first reported a position in ProShares Short Dow30 in Q2 2014 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's ProShares Short Dow30 position peaked at $520K in Q2 2014.
  • 41 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q3 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q3 2014, filed 24 Oct 2014.