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WFG Advisors’s ProShares Ultra MSCI Emerging Markets EET Stock Holding History

WFG Advisors’s Portfolio EET Stock Details EET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$4K Buy
+60
New +$4.15K ﹤0.01% 1321
2017
Q1 		– Sell
-60
Closed -$3K – 1532
2016
Q4 		$3K Sell
60
-50
-45% -$2.71K ﹤0.01% 1345
2016
Q3 		$6K Buy
+110
New +$6.2K ﹤0.01% 1236

Other funds holding EET

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PP
Pension Partners New York $72.6M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

WFG Advisors's EET Position: Q2 2017 in Review

WFG Advisors opened a new position in ProShares Ultra MSCI Emerging Markets (EET) in Q2 2017: 60 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings. This is a return to the name: WFG Advisors previously reported a position in EET as recently as Q4 2016.

WFG Advisors first reported a position in EET in Q3 2016 and has held it in 3 quarters since. The position peaked at $6K in Q3 2016. 11 funds tracked by Wall St. Rank hold EET as of Q2 2017.

  • WFG Advisors held 60 shares of ProShares Ultra MSCI Emerging Markets worth $4K as of Q2 2017.
  • ProShares Ultra MSCI Emerging Markets was a new WFG Advisors position in Q2 2017.
  • ProShares Ultra MSCI Emerging Markets made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1321 holding.
  • WFG Advisors first reported a position in ProShares Ultra MSCI Emerging Markets in Q3 2016 and has held it in 3 quarters since.
  • WFG Advisors's ProShares Ultra MSCI Emerging Markets position peaked at $6K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra MSCI Emerging Markets as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.