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Harfst & Associates’s ProShares S&P SmallCap 600 Dividend Aristocrats ETF SMDV Stock Holding History

Harfst & Associates’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-115
Closed -$6K – 294
2017
Q1 		$6K Buy
+115
New +$6.08K ﹤0.01% 249

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

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

Harfst & Associates sold out of ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) in Q2 2017, closing a stake of 115 shares — an estimated $6K sold.

Harfst & Associates first reported a position in SMDV in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 56 funds tracked by Wall St. Rank hold SMDV as of Q2 2017.

  • Harfst & Associates reported no remaining ProShares S&P SmallCap 600 Dividend Aristocrats ETF position as of Q2 2017 after selling out during the quarter.
  • Harfst & Associates sold 115 ProShares S&P SmallCap 600 Dividend Aristocrats ETF shares in Q2 2017, an estimated $6K.
  • Harfst & Associates first reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in Q1 2017 and held it in 1 quarter.
  • Harfst & Associates's ProShares S&P SmallCap 600 Dividend Aristocrats ETF position peaked at $6K in Q1 2017.
  • 56 funds tracked by Wall St. Rank held ProShares S&P SmallCap 600 Dividend Aristocrats ETF as of Q2 2017.

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