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Advisor Group’s ProShares Ultra Real Estate URE Stock Holding History

Advisor Group’s Portfolio URE Stock Details URE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$7K – 5226
2018
Q2 		$7K Hold
100
– – ﹤0.01% 4266
2018
Q1 		$6K Sell
100
-128
-56% -$7.37K ﹤0.01% 4347
2017
Q4 		$15K Sell
228
-51
-18% -$3.35K ﹤0.01% 3863
2017
Q3 		$18K Sell
279
-1
-0.4% -$64 ﹤0.01% 3623
2017
Q2 		$18K Sell
280
-140
-33% -$8.65K ﹤0.01% 3571
2017
Q1 		$25K Sell
420
-78
-16% -$4.58K ﹤0.01% 3231
2016
Q4 		$28K Buy
+498
New +$27.3K ﹤0.01% 3018

Other funds holding URE

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Advisor Group's URE Position: Q3 2018 in Review

Advisor Group sold out of ProShares Ultra Real Estate (URE) in Q3 2018, closing a stake of 100 shares — an estimated $7K sold.

Advisor Group first reported a position in URE in Q4 2016 and held it in 7 quarters. The position peaked at $28K in Q4 2016. 25 funds tracked by Wall St. Rank hold URE as of Q3 2018.

  • Advisor Group reported no remaining ProShares Ultra Real Estate position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 100 ProShares Ultra Real Estate shares in Q3 2018, an estimated $7K.
  • Advisor Group first reported a position in ProShares Ultra Real Estate in Q4 2016 and held it in 7 quarters.
  • Advisor Group's ProShares Ultra Real Estate position peaked at $28K in Q4 2016.
  • 25 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.