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Transamerica Financial Advisors’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

Transamerica Financial Advisors’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
-92
Closed -$7K – 834
2015
Q3 		$7K Buy
+92
New +$6.03K ﹤0.01% 617

Other funds holding EFZ

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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

Transamerica Financial Advisors's EFZ Position: Q4 2015 in Review

Transamerica Financial Advisors sold out of ProShares Trust Short MSCI EAFE (EFZ) in Q4 2015, closing a stake of 92 shares — an estimated $7K sold.

Transamerica Financial Advisors first reported a position in EFZ in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 21 funds tracked by Wall St. Rank hold EFZ as of Q4 2015.

  • Transamerica Financial Advisors reported no remaining ProShares Trust Short MSCI EAFE position as of Q4 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 92 ProShares Trust Short MSCI EAFE shares in Q4 2015, an estimated $7K.
  • Transamerica Financial Advisors first reported a position in ProShares Trust Short MSCI EAFE in Q3 2015 and held it in 1 quarter.
  • Transamerica Financial Advisors's ProShares Trust Short MSCI EAFE position peaked at $7K in Q3 2015.
  • 21 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q4 2015.

Based on Transamerica Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.