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Gradient Investments’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Gradient Investments’s Portfolio EFZ Stock Details EFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-31
Closed -$2K – 728
2016
Q1 		$2K Buy
+31
New +$2.2K ﹤0.01% 612

Other funds holding EFZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Gradient Investments's EFZ Position: Q2 2016 in Review

Gradient Investments sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q2 2016, closing a stake of 31 shares — an estimated $2K sold.

Gradient Investments first reported a position in EFZ in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 28 funds tracked by Wall St. Rank hold EFZ as of Q2 2016.

  • Gradient Investments reported no remaining ProShares Trust Short MSCI EAFE position as of Q2 2016 after selling out during the quarter.
  • Gradient Investments sold 31 ProShares Trust Short MSCI EAFE shares in Q2 2016, an estimated $2K.
  • Gradient Investments first reported a position in ProShares Trust Short MSCI EAFE in Q1 2016 and held it in 1 quarter.
  • Gradient Investments's ProShares Trust Short MSCI EAFE position peaked at $2K in Q1 2016.
  • 28 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q2 2016.

Based on Gradient Investments's 13F filing for Q2 2016, filed 14 Jul 2016.