LPL Financial
EFO icon

LPL Financial’s ProShares Ultra MSCI EAFE EFO Stock Holding History

LPL Financial’s Portfolio EFO Stock Details EFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-8,574
Closed -$223K – 2708
2016
Q1 		$223K Buy
+8,574
New +$223K ﹤0.01% 2723

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B. Riley Wealth Advisors
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Virtu KCG Holdings
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First Allied Advisory Services
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AIA
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial's EFO Position: Q2 2016 in Review

LPL Financial sold out of ProShares Ultra MSCI EAFE (EFO) in Q2 2016, closing a stake of 8,574 shares — an estimated $223K sold.

LPL Financial first reported a position in EFO in Q1 2016 and held it in 1 quarter. The position peaked at $223K in Q1 2016. 15 funds tracked by Wall St. Rank hold EFO as of Q2 2016.

  • LPL Financial reported no remaining ProShares Ultra MSCI EAFE position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 8,574 ProShares Ultra MSCI EAFE shares in Q2 2016, an estimated $223K.
  • LPL Financial first reported a position in ProShares Ultra MSCI EAFE in Q1 2016 and held it in 1 quarter.
  • LPL Financial's ProShares Ultra MSCI EAFE position peaked at $223K in Q1 2016.
  • 15 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.