FGC
DOG

Financial Gravity Companies’s ProShares Short Dow30 DOG Stock Holding History

Financial Gravity Companies’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
2018
Q1 		$0 Sell
4
-7,915
-100% -$464K ﹤0.01% 1451
2017
Q4 		$448K Buy
+7,919
New +$496K 0.51% 27

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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Financial Gravity Companies's DOG Position: Q1 2018 in Review

Financial Gravity Companies reduced its ProShares Short Dow30 (DOG) stake by 100% in Q1 2018, selling an estimated $464K and leaving 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Financial Gravity Companies first reported a position in DOG in Q4 2017 and has held it in 2 quarters since. The position peaked at $448K in Q4 2017. 39 funds tracked by Wall St. Rank hold DOG as of Q1 2018.

  • Financial Gravity Companies held 4 shares of ProShares Short Dow30 worth $0 as of Q1 2018.
  • Financial Gravity Companies sold 7,915 ProShares Short Dow30 shares in Q1 2018, an estimated $464K.
  • ProShares Short Dow30 made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1451 holding.
  • Financial Gravity Companies first reported a position in ProShares Short Dow30 in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's ProShares Short Dow30 position peaked at $448K in Q4 2017.
  • 39 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.