AR
UVT

Advisory Research’s PROSHARES ULTRA RUSSELL 2000 VALUE UVT Stock Holding History

Advisory Research’s Portfolio UVT Stock Details UVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-510
Closed -$30K – 787
2014
Q1 		$30K Buy
+510
New +$28.7K ﹤0.01% 771

Other funds holding UVT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Advisory Research's UVT Position: Q2 2014 in Review

Advisory Research sold out of PROSHARES ULTRA RUSSELL 2000 VALUE (UVT) in Q2 2014, closing a stake of 510 shares — an estimated $30K sold.

Advisory Research first reported a position in UVT in Q1 2014 and held it in 1 quarter. The position peaked at $30K in Q1 2014. 6 funds tracked by Wall St. Rank hold UVT as of Q2 2014.

  • Advisory Research reported no remaining PROSHARES ULTRA RUSSELL 2000 VALUE position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 510 PROSHARES ULTRA RUSSELL 2000 VALUE shares in Q2 2014, an estimated $30K.
  • Advisory Research first reported a position in PROSHARES ULTRA RUSSELL 2000 VALUE in Q1 2014 and held it in 1 quarter.
  • Advisory Research's PROSHARES ULTRA RUSSELL 2000 VALUE position peaked at $30K in Q1 2014.
  • 6 funds tracked by Wall St. Rank held PROSHARES ULTRA RUSSELL 2000 VALUE as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.