WA
DOG

WFG Advisors’s ProShares Short Dow30 DOG Stock Holding History

WFG 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
Q2 		– Sell
-50
Closed -$4K – 1590
2016
Q1 		$4K Hold
50
– – ﹤0.01% 1233
2015
Q4 		$5K Hold
50
– – ﹤0.01% 1221
2015
Q3 		$5K Buy
+50
New +$4.72K ﹤0.01% 1254
2014
Q3 		– Sell
-444
Closed -$45K – 2105
2014
Q2 		$45K Buy
444
+300
+208% +$30.8K 0.01% 952
2014
Q1 		$15K Buy
+144
New +$15.3K ﹤0.01% 1353
2013
Q4 		– Sell
-113
Closed -$13K – 2235
2013
Q3 		$13K Sell
113
-593
-84% -$68.2K ﹤0.01% 1432
2013
Q2 		$84K Buy
+706
New +$83.9K 0.01% 718

Other funds holding DOG

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
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $3.85B AUM 32.11% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WFG Advisors's DOG Position: Q2 2016 in Review

WFG Advisors sold out of ProShares Short Dow30 (DOG) in Q2 2016, closing a stake of 50 shares — an estimated $4K sold.

WFG Advisors first reported a position in DOG in Q2 2013 and held it in 7 quarters. The position peaked at $84K in Q2 2013. 41 funds tracked by Wall St. Rank hold DOG as of Q2 2016.

  • WFG Advisors reported no remaining ProShares Short Dow30 position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 50 ProShares Short Dow30 shares in Q2 2016, an estimated $4K.
  • WFG Advisors first reported a position in ProShares Short Dow30 in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's ProShares Short Dow30 position peaked at $84K in Q2 2013.
  • 41 funds tracked by Wall St. Rank held ProShares Short Dow30 as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.