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MassMutual Private Wealth & Trust’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio EFZ Stock Details EFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-210
Closed -$14K – 850
2015
Q3 		$14K Buy
+210
New +$13.8K ﹤0.01% 486
2014
Q4 		– Sell
-210
Closed -$14K – 641
2014
Q3 		$14K Buy
+210
New +$13.5K ﹤0.01% 477

Other funds holding EFZ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MassMutual Private Wealth & Trust's EFZ Position: Q4 2015 in Review

MassMutual Private Wealth & Trust sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q4 2015, closing a stake of 210 shares — an estimated $14K sold.

MassMutual Private Wealth & Trust first reported a position in EFZ in Q3 2014 and held it in 2 quarters. The position peaked at $14K in Q3 2015. 21 funds tracked by Wall St. Rank hold EFZ as of Q4 2015.

  • MassMutual Private Wealth & Trust reported no remaining ProShares Trust Short MSCI EAFE position as of Q4 2015 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 210 ProShares Trust Short MSCI EAFE shares in Q4 2015, an estimated $14K.
  • MassMutual Private Wealth & Trust first reported a position in ProShares Trust Short MSCI EAFE in Q3 2014 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's ProShares Trust Short MSCI EAFE position peaked at $14K in Q3 2015.
  • 21 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q4 2015.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2015, filed 12 Feb 2016.