HA
REGL icon

Harfst & Associates’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Harfst & Associates’s Portfolio REGL Stock Details REGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-51
Closed -$2K – 287
2017
Q1 		$2K Buy
+51
New +$2.62K ﹤0.01% 274

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harfst & Associates's REGL Position: Q2 2017 in Review

Harfst & Associates sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q2 2017, closing a stake of 51 shares — an estimated $2K sold.

Harfst & Associates first reported a position in REGL in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 55 funds tracked by Wall St. Rank hold REGL as of Q2 2017.

  • Harfst & Associates reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q2 2017 after selling out during the quarter.
  • Harfst & Associates sold 51 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q2 2017, an estimated $2K.
  • Harfst & Associates first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q1 2017 and held it in 1 quarter.
  • Harfst & Associates's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $2K in Q1 2017.
  • 55 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q2 2017.

Based on Harfst & Associates's 13F filing for Q2 2017, filed 11 Aug 2017.