TFA
DOG

Transamerica Financial Advisors’s ProShares Short Dow30 DOG Stock Holding History

Transamerica Financial 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
2016
Q1 		– Sell
-75
Closed -$7K – 773
2015
Q4 		$7K Hold
75
– – ﹤0.01% 636
2015
Q3 		$8K Buy
+75
New +$7.08K ﹤0.01% 604

Other funds holding DOG

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
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
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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transamerica Financial Advisors's DOG Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of ProShares Short Dow30 (DOG) in Q1 2016, closing a stake of 75 shares — an estimated $7K sold.

Transamerica Financial Advisors first reported a position in DOG in Q3 2015 and held it in 2 quarters. The position peaked at $8K in Q3 2015. 42 funds tracked by Wall St. Rank hold DOG as of Q1 2016.

  • Transamerica Financial Advisors reported no remaining ProShares Short Dow30 position as of Q1 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 75 ProShares Short Dow30 shares in Q1 2016, an estimated $7K.
  • Transamerica Financial Advisors first reported a position in ProShares Short Dow30 in Q3 2015 and held it in 2 quarters.
  • Transamerica Financial Advisors's ProShares Short Dow30 position peaked at $8K in Q3 2015.
  • 42 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.