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Alpine Woods Capital Investors’s ProShares Ultra Utilities UPW Stock Holding History

Alpine Woods Capital Investors’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-60,000
Closed -$444K – 483
2015
Q3 		$444K Buy
+60,000
New +$441K 0.02% 340
2013
Q4 		– Sell
-54,000
Closed -$294K – 428
2013
Q3 		$294K Buy
+54,000
New +$304K 0.02% 312

Other funds holding UPW

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Alpine Woods Capital Investors's UPW Position: Q4 2015 in Review

Alpine Woods Capital Investors sold out of ProShares Ultra Utilities (UPW) in Q4 2015, closing a stake of 60,000 shares — an estimated $444K sold.

Alpine Woods Capital Investors first reported a position in UPW in Q3 2013 and held it in 2 quarters. The position peaked at $444K in Q3 2015. 12 funds tracked by Wall St. Rank hold UPW as of Q4 2015.

  • Alpine Woods Capital Investors reported no remaining ProShares Ultra Utilities position as of Q4 2015 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 60,000 ProShares Ultra Utilities shares in Q4 2015, an estimated $444K.
  • Alpine Woods Capital Investors first reported a position in ProShares Ultra Utilities in Q3 2013 and held it in 2 quarters.
  • Alpine Woods Capital Investors's ProShares Ultra Utilities position peaked at $444K in Q3 2015.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q4 2015.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2015, filed 10 Feb 2016.