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WealthPLAN Partners’s ProShares Trust Short MSCI EAFE EFZ Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$6.43K Buy
102
+42
+70% +$2.71K ﹤0.01% 665
2016
Q2 		$4 Buy
+60
New +$4.04K ﹤0.01% 2566

Other funds holding EFZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WealthPLAN Partners's EFZ Position: Q3 2016 in Review

WealthPLAN Partners increased its ProShares Trust Short MSCI EAFE (EFZ) stake by 70% in Q3 2016, buying an estimated $2.71K and bringing the position to 102 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

WealthPLAN Partners first reported a position in EFZ in Q2 2016 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold EFZ as of Q3 2016.

  • WealthPLAN Partners held 102 shares of ProShares Trust Short MSCI EAFE worth $6.43K as of Q3 2016.
  • WealthPLAN Partners bought 42 ProShares Trust Short MSCI EAFE shares in Q3 2016, an estimated $2.71K.
  • ProShares Trust Short MSCI EAFE made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #665 holding.
  • WealthPLAN Partners first reported a position in ProShares Trust Short MSCI EAFE in Q2 2016 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held ProShares Trust Short MSCI EAFE as of Q3 2016.

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