Ameriprise
UPW icon

Ameriprise’s ProShares Ultra Utilities UPW Stock Holding History

Ameriprise’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
2013
Q4 		– Sell
-516
Closed -$3K – 5415
2013
Q3 		$3K Hold
516
– – ﹤0.01% 5345
2013
Q2 		$3K Buy
+516
New +$3.02K ﹤0.01% 5258

Other funds holding UPW

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise's UPW Position: Q4 2013 in Review

Ameriprise sold out of ProShares Ultra Utilities (UPW) in Q4 2013, closing a stake of 516 shares — an estimated $3K sold.

Ameriprise first reported a position in UPW in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 5 funds tracked by Wall St. Rank hold UPW as of Q4 2013.

  • Ameriprise reported no remaining ProShares Ultra Utilities position as of Q4 2013 after selling out during the quarter.
  • Ameriprise sold 516 ProShares Ultra Utilities shares in Q4 2013, an estimated $3K.
  • Ameriprise first reported a position in ProShares Ultra Utilities in Q2 2013 and held it in 2 quarters.
  • Ameriprise's ProShares Ultra Utilities position peaked at $3K in Q3 2013.
  • 5 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q4 2013.

Based on Ameriprise's 13F filing for Q4 2013, filed 14 Feb 2014.