WP
DOG

WealthPLAN Partners’s ProShares Short Dow30 DOG Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,419
Closed -$17.2K – 981
2016
Q2 		$17.2K Buy
+1,419
New +$123K ﹤0.01% 1486

Other funds holding DOG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $117M AUM 28.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WealthPLAN Partners's DOG Position: Q3 2016 in Review

WealthPLAN Partners sold out of ProShares Short Dow30 (DOG) in Q3 2016, closing a stake of 1,419 shares — an estimated $17.2K sold.

WealthPLAN Partners first reported a position in DOG in Q2 2016 and held it in 1 quarter. The position peaked at $17.2K in Q2 2016. 35 funds tracked by Wall St. Rank hold DOG as of Q3 2016.

  • WealthPLAN Partners reported no remaining ProShares Short Dow30 position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 1,419 ProShares Short Dow30 shares in Q3 2016, an estimated $17.2K.
  • WealthPLAN Partners first reported a position in ProShares Short Dow30 in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's ProShares Short Dow30 position peaked at $17.2K in Q2 2016.
  • 35 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.