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Advisors Preferred’s ProShares Ultra Real Estate URE Stock Holding History

Advisors Preferred’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
2014
Q4 		– Sell
-44,560
Closed -$1.89M – 342
2014
Q3 		$1.89M Sell
44,560
-129,346
-74% -$5.94M 1.22% 29
2014
Q2 		$7.84M Buy
+173,906
New +$7.46M 3.97% 3

Other funds holding URE

TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CT
CMT Trading Chicago, Illinois $22.4M AUM 78.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Preferred's URE Position: Q4 2014 in Review

Advisors Preferred sold out of ProShares Ultra Real Estate (URE) in Q4 2014, closing a stake of 44,560 shares — an estimated $1.89M sold.

Advisors Preferred first reported a position in URE in Q2 2014 and held it in 2 quarters. The position peaked at $7.84M in Q2 2014. 28 funds tracked by Wall St. Rank hold URE as of Q4 2014.

  • Advisors Preferred reported no remaining ProShares Ultra Real Estate position as of Q4 2014 after selling out during the quarter.
  • Advisors Preferred sold 44,560 ProShares Ultra Real Estate shares in Q4 2014, an estimated $1.89M.
  • Advisors Preferred first reported a position in ProShares Ultra Real Estate in Q2 2014 and held it in 2 quarters.
  • Advisors Preferred's ProShares Ultra Real Estate position peaked at $7.84M in Q2 2014.
  • 28 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q4 2014.

Based on Advisors Preferred's 13F filing for Q4 2014, filed 22 Jan 2015.