WEC
EFAD icon

Winslow Evans & Crocker’s ProShares MSCI EAFE Dividend Growers ETF EFAD Stock Holding History

Winslow Evans & Crocker’s Portfolio EFAD Stock Details EFAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-400
Closed -$15K – 1138
2017
Q3 		$15K Hold
400
– – 0.01% 731
2017
Q2 		$14.7K Hold
400
– – ﹤0.01% 832
2017
Q1 		$13.7K Hold
400
– – ﹤0.01% 814
2016
Q4 		$13K Buy
+400
New +$13K ﹤0.01% 820

Other funds holding EFAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Winslow Evans & Crocker's EFAD Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of ProShares MSCI EAFE Dividend Growers ETF (EFAD) in Q4 2017, closing a stake of 400 shares — an estimated $15K sold.

Winslow Evans & Crocker first reported a position in EFAD in Q4 2016 and held it in 4 quarters. The position peaked at $15K in Q3 2017. 27 funds tracked by Wall St. Rank hold EFAD as of Q4 2017.

  • Winslow Evans & Crocker reported no remaining ProShares MSCI EAFE Dividend Growers ETF position as of Q4 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 400 ProShares MSCI EAFE Dividend Growers ETF shares in Q4 2017, an estimated $15K.
  • Winslow Evans & Crocker first reported a position in ProShares MSCI EAFE Dividend Growers ETF in Q4 2016 and held it in 4 quarters.
  • Winslow Evans & Crocker's ProShares MSCI EAFE Dividend Growers ETF position peaked at $15K in Q3 2017.
  • 27 funds tracked by Wall St. Rank held ProShares MSCI EAFE Dividend Growers ETF as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.