SFWA
DOG

Summit Financial Wealth Advisors’s ProShares Short Dow30 DOG Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q2 		– Sell
-3,750
Closed -$339K – 272
2015
Q1 		$339K Buy
+3,750
New +$348K 0.23% 56

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Summit Financial Wealth Advisors's DOG Position: Q2 2015 in Review

Summit Financial Wealth Advisors sold out of ProShares Short Dow30 (DOG) in Q2 2015, closing a stake of 3,750 shares — an estimated $339K sold.

Summit Financial Wealth Advisors first reported a position in DOG in Q1 2015 and held it in 1 quarter. The position peaked at $339K in Q1 2015. 30 funds tracked by Wall St. Rank hold DOG as of Q2 2015.

  • Summit Financial Wealth Advisors reported no remaining ProShares Short Dow30 position as of Q2 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,750 ProShares Short Dow30 shares in Q2 2015, an estimated $339K.
  • Summit Financial Wealth Advisors first reported a position in ProShares Short Dow30 in Q1 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's ProShares Short Dow30 position peaked at $339K in Q1 2015.
  • 30 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q2 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.