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WFG Advisors’s ProShares Trust Short MSCI Emerging Markets EUM Stock Holding History

WFG Advisors’s Portfolio EUM Stock Details EUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-250
Closed -$13K – 1857
2014
Q4 		$13K Hold
250
– – ﹤0.01% 1358
2014
Q3 		$13K Buy
+250
New +$12.1K ﹤0.01% 1404

Other funds holding EUM

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TMNFIC
Tokio Marine & Nichido Fire Insurance Company Tokyo, Japan $9.66M AUM
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
VCAM
Valentine Capital Asset Management Danville, California $89.6M AUM 0.84% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

WFG Advisors's EUM Position: Q1 2015 in Review

WFG Advisors sold out of ProShares Trust Short MSCI Emerging Markets (EUM) in Q1 2015, closing a stake of 250 shares — an estimated $13K sold.

WFG Advisors first reported a position in EUM in Q3 2014 and held it in 2 quarters. The position peaked at $13K in Q4 2014. 24 funds tracked by Wall St. Rank hold EUM as of Q1 2015.

  • WFG Advisors reported no remaining ProShares Trust Short MSCI Emerging Markets position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 250 ProShares Trust Short MSCI Emerging Markets shares in Q1 2015, an estimated $13K.
  • WFG Advisors first reported a position in ProShares Trust Short MSCI Emerging Markets in Q3 2014 and held it in 2 quarters.
  • WFG Advisors's ProShares Trust Short MSCI Emerging Markets position peaked at $13K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held ProShares Trust Short MSCI Emerging Markets as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.