GIA
DOG

Gladstone Institutional Advisory’s ProShares Short Dow30 DOG Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-4,535
Closed -$238K – 276
2019
Q3 		$238K Sell
4,535
-2,080
-31% -$111K 0.06% 244
2019
Q2 		$354K Buy
+6,615
New +$362K 0.11% 182

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
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
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gladstone Institutional Advisory's DOG Position: Q4 2019 in Review

Gladstone Institutional Advisory sold out of ProShares Short Dow30 (DOG) in Q4 2019, closing a stake of 4,535 shares — an estimated $238K sold.

Gladstone Institutional Advisory first reported a position in DOG in Q2 2019 and held it in 2 quarters. The position peaked at $354K in Q2 2019. 34 funds tracked by Wall St. Rank hold DOG as of Q4 2019.

  • Gladstone Institutional Advisory reported no remaining ProShares Short Dow30 position as of Q4 2019 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 4,535 ProShares Short Dow30 shares in Q4 2019, an estimated $238K.
  • Gladstone Institutional Advisory first reported a position in ProShares Short Dow30 in Q2 2019 and held it in 2 quarters.
  • Gladstone Institutional Advisory's ProShares Short Dow30 position peaked at $354K in Q2 2019.
  • 34 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q4 2019.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.