EWM
DOG

Executive Wealth Management’s ProShares Short Dow30 DOG Stock Holding History

Executive Wealth 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
2019
Q2 		– Sell
-25
Closed -$1K – 906
2019
Q1 		$1K Buy
+25
New +$1.42K ﹤0.01% 776

Other funds holding DOG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Executive Wealth Management's DOG Position: Q2 2019 in Review

Executive Wealth Management sold out of ProShares Short Dow30 (DOG) in Q2 2019, closing a stake of 25 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in DOG in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 33 funds tracked by Wall St. Rank hold DOG as of Q2 2019.

  • Executive Wealth Management reported no remaining ProShares Short Dow30 position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 25 ProShares Short Dow30 shares in Q2 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in ProShares Short Dow30 in Q1 2019 and held it in 1 quarter.
  • Executive Wealth Management's ProShares Short Dow30 position peaked at $1K in Q1 2019.
  • 33 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.