Traverso Chambers Private Wealth Management’s ProShares Short Dow30 DOG Stock Holding History

Traverso Chambers Private 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
2020 Q2	–	Sell	-6,696	Closed	-$392K	–	101
2020 Q1	$392K	Hold	6,696	–	–	0.18%	62
2019 Q4	$330K	Hold	6,696	–	–	0.14%	75
2019 Q3	$351K	Hold	6,696	–	–	0.17%	69
2019 Q2	$355K	Hold	6,696	–	–	0.17%	69
2019 Q1	$368K	Buy	6,696 +910	+16%	+$51.7K	0.18%	65
2018 Q4	$355K	Buy	+5,786	New	+$336K	0.19%	65

Other funds holding DOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

PFT

Providence First Trust Scottsdale, Arizona $284M AUM 20.5% 1-Year Est. Return

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $239M AUM 122.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Traverso Chambers Private Wealth Management's DOG Position: Q2 2020 in Review

Traverso Chambers Private Wealth Management sold out of ProShares Short Dow30 (DOG) in Q2 2020, closing a stake of 6,696 shares — an estimated $392K sold.

Traverso Chambers Private Wealth Management first reported a position in DOG in Q4 2018 and held it in 6 quarters. The position peaked at $392K in Q1 2020. 59 funds tracked by Wall St. Rank hold DOG as of Q2 2020.

Traverso Chambers Private Wealth Management reported no remaining ProShares Short Dow30 position as of Q2 2020 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 6,696 ProShares Short Dow30 shares in Q2 2020, an estimated $392K.
Traverso Chambers Private Wealth Management first reported a position in ProShares Short Dow30 in Q4 2018 and held it in 6 quarters.
Traverso Chambers Private Wealth Management's ProShares Short Dow30 position peaked at $392K in Q1 2020.
59 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q2 2020.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q2 2020, filed 9 Jul 2020.