LWM
DOG

Liberty Wealth Management’s ProShares Short Dow30 DOG Stock Holding History

Liberty Wealth Management’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
Q3 		– Sell
-10
Closed -$1K – 896
2019
Q2 		$1K Buy
+10
New +$547 ﹤0.01% 808

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return

Liberty Wealth Management's DOG Position: Q3 2019 in Review

Liberty Wealth Management sold out of ProShares Short Dow30 (DOG) in Q3 2019, closing a stake of 10 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in DOG in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 37 funds tracked by Wall St. Rank hold DOG as of Q3 2019.

  • Liberty Wealth Management reported no remaining ProShares Short Dow30 position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 10 ProShares Short Dow30 shares in Q3 2019, an estimated $1K.
  • Liberty Wealth Management first reported a position in ProShares Short Dow30 in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's ProShares Short Dow30 position peaked at $1K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.