IPC
DOG

Independent Portfolio Consultants’s ProShares Short Dow30 DOG Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-184
Closed -$14K – 828
2016
Q4 		$14K Buy
+184
New +$14.8K ﹤0.01% 668
2014
Q4 		– Sell
-36,397
Closed -$3.59M – 804
2014
Q3 		$3.59M Buy
36,397
+391
+1% +$39K 0.97% 5
2014
Q2 		$3.63M Sell
36,006
-263
-0.7% -$27K 1.02% 3
2014
Q1 		$3.77M Buy
+36,269
New +$3.86M 1.2% 3

Other funds holding DOG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Independent Portfolio Consultants's DOG Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of ProShares Short Dow30 (DOG) in Q1 2017, closing a stake of 184 shares — an estimated $14K sold.

Independent Portfolio Consultants first reported a position in DOG in Q1 2014 and held it in 4 quarters. The position peaked at $3.77M in Q1 2014. 30 funds tracked by Wall St. Rank hold DOG as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining ProShares Short Dow30 position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 184 ProShares Short Dow30 shares in Q1 2017, an estimated $14K.
  • Independent Portfolio Consultants first reported a position in ProShares Short Dow30 in Q1 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's ProShares Short Dow30 position peaked at $3.77M in Q1 2014.
  • 30 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.