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Advisors Preferred’s ProShares Ultra Dow30 DDM Stock Holding History

Advisors Preferred’s Portfolio DDM Stock Details DDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-591,744
Closed -$6.64M – 270
2014
Q4 		$6.64M Sell
591,744
-185,100
-24% -$1.97M 3.12% 6
2014
Q3 		$7.97M Sell
776,844
-93,612
-11% -$949K 5.14% 2
2014
Q2 		$8.66M Buy
+870,456
New +$8.43M 4.38% 2

Other funds holding DDM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Preferred's DDM Position: Q1 2015 in Review

Advisors Preferred sold out of ProShares Ultra Dow30 (DDM) in Q1 2015, closing a stake of 591,744 shares — an estimated $6.64M sold.

Advisors Preferred first reported a position in DDM in Q2 2014 and held it in 3 quarters. The position peaked at $8.66M in Q2 2014. 26 funds tracked by Wall St. Rank hold DDM as of Q1 2015.

  • Advisors Preferred reported no remaining ProShares Ultra Dow30 position as of Q1 2015 after selling out during the quarter.
  • Advisors Preferred sold 591,744 ProShares Ultra Dow30 shares in Q1 2015, an estimated $6.64M.
  • Advisors Preferred first reported a position in ProShares Ultra Dow30 in Q2 2014 and held it in 3 quarters.
  • Advisors Preferred's ProShares Ultra Dow30 position peaked at $8.66M in Q2 2014.
  • 26 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2015.

Based on Advisors Preferred's 13F filing for Q1 2015, filed 6 May 2015.