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Alera Investment Advisors’s ProShares Ultra Gold UGL Stock Holding History

Alera Investment Advisors’s Portfolio UGL Stock Details UGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,600
Closed -$34K – 1335
2018
Q4 		$34K Buy
+3,600
New +$31.1K 0.02% 210

Other funds holding UGL

GG
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Alera Investment Advisors's UGL Position: Q1 2019 in Review

Alera Investment Advisors sold out of ProShares Ultra Gold (UGL) in Q1 2019, closing a stake of 3,600 shares — an estimated $34K sold.

Alera Investment Advisors first reported a position in UGL in Q4 2018 and held it in 1 quarter. The position peaked at $34K in Q4 2018. 14 funds tracked by Wall St. Rank hold UGL as of Q1 2019.

  • Alera Investment Advisors reported no remaining ProShares Ultra Gold position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 3,600 ProShares Ultra Gold shares in Q1 2019, an estimated $34K.
  • Alera Investment Advisors first reported a position in ProShares Ultra Gold in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's ProShares Ultra Gold position peaked at $34K in Q4 2018.
  • 14 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.