FI
DOG

FormulaFolio Investments’s ProShares Short Dow30 DOG Stock Holding History

FormulaFolio Investments’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
2020
Q2 		– Sell
-4,485
Closed -$262K – 293
2020
Q1 		$262K Buy
+4,485
New +$237K 0.01% 232

Other funds holding DOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
PFT
Providence First Trust Scottsdale, Arizona $284M AUM 20.5% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $239M AUM 122.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

FormulaFolio Investments's DOG Position: Q2 2020 in Review

FormulaFolio Investments sold out of ProShares Short Dow30 (DOG) in Q2 2020, closing a stake of 4,485 shares — an estimated $262K sold.

FormulaFolio Investments first reported a position in DOG in Q1 2020 and held it in 1 quarter. The position peaked at $262K in Q1 2020. 59 funds tracked by Wall St. Rank hold DOG as of Q2 2020.

  • FormulaFolio Investments reported no remaining ProShares Short Dow30 position as of Q2 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 4,485 ProShares Short Dow30 shares in Q2 2020, an estimated $262K.
  • FormulaFolio Investments first reported a position in ProShares Short Dow30 in Q1 2020 and held it in 1 quarter.
  • FormulaFolio Investments's ProShares Short Dow30 position peaked at $262K in Q1 2020.
  • 59 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q2 2020.

Based on FormulaFolio Investments's 13F filing for Q2 2020, filed 18 Aug 2020.