SWM
DOG

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

Selective 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
2018
Q3 		$14K Buy
+250
New +$14.2K 0.17% 70

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Selective Wealth Management's DOG Position: Q3 2018 in Review

Selective Wealth Management opened a new position in ProShares Short Dow30 (DOG) in Q3 2018: 250 shares worth $14K. The stake represents 0.17% of the portfolio and ranks #70 among its holdings.

35 funds tracked by Wall St. Rank hold DOG as of Q3 2018.

  • Selective Wealth Management held 250 shares of ProShares Short Dow30 worth $14K as of Q3 2018.
  • ProShares Short Dow30 was a new Selective Wealth Management position in Q3 2018.
  • ProShares Short Dow30 made up 0.17% of Selective Wealth Management's portfolio in Q3 2018, its #70 holding.
  • 35 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q3 2018.

Based on Selective Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.