Envestnet Asset Management
EFU icon

Envestnet Asset Management’s ProShares Trust UltraShort MSCI EAFE EFU Stock Holding History

Envestnet Asset Management’s Portfolio EFU Stock Details EFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8
Closed – – 2943
2017
Q2 		$0 Sell
8
-11
-58% -$631 ﹤0.01% 3064
2017
Q1 		$1K Sell
19
-75
-80% -$4.93K ﹤0.01% 3050
2016
Q4 		$7K Buy
+94
New +$6.94K ﹤0.01% 2822

Other funds holding EFU

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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Envestnet Asset Management's EFU Position: Q3 2017 in Review

Envestnet Asset Management sold out of ProShares Trust UltraShort MSCI EAFE (EFU) in Q3 2017, closing a stake of 8 shares.

Envestnet Asset Management first reported a position in EFU in Q4 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2016. 6 funds tracked by Wall St. Rank hold EFU as of Q3 2017.

  • Envestnet Asset Management reported no remaining ProShares Trust UltraShort MSCI EAFE position as of Q3 2017 after selling out during the quarter.
  • Envestnet Asset Management sold 8 ProShares Trust UltraShort MSCI EAFE shares in Q3 2017.
  • Envestnet Asset Management first reported a position in ProShares Trust UltraShort MSCI EAFE in Q4 2016 and held it in 3 quarters.
  • Envestnet Asset Management's ProShares Trust UltraShort MSCI EAFE position peaked at $7K in Q4 2016.
  • 6 funds tracked by Wall St. Rank held ProShares Trust UltraShort MSCI EAFE as of Q3 2017.

Based on Envestnet Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.