Ameriprise
UYG icon

Ameriprise’s ProShares Ultra Financials UYG Stock Holding History

Ameriprise’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-84
Closed -$2K – 5662
2014
Q1 		$2K Sell
84
-936
-92% -$18.2K ﹤0.01% 5071
2013
Q4 		$20K Sell
1,020
-2,742
-73% -$49.4K ﹤0.01% 4071
2013
Q3 		$62K Buy
3,762
+486
+15% +$8.11K ﹤0.01% 3708
2013
Q2 		$51K Buy
+3,276
New +$49.7K ﹤0.01% 3711

Other funds holding UYG

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Ameriprise's UYG Position: Q2 2014 in Review

Ameriprise sold out of ProShares Ultra Financials (UYG) in Q2 2014, closing a stake of 84 shares — an estimated $2K sold.

Ameriprise first reported a position in UYG in Q2 2013 and held it in 4 quarters. The position peaked at $62K in Q3 2013. 54 funds tracked by Wall St. Rank hold UYG as of Q2 2014.

  • Ameriprise reported no remaining ProShares Ultra Financials position as of Q2 2014 after selling out during the quarter.
  • Ameriprise sold 84 ProShares Ultra Financials shares in Q2 2014, an estimated $2K.
  • Ameriprise first reported a position in ProShares Ultra Financials in Q2 2013 and held it in 4 quarters.
  • Ameriprise's ProShares Ultra Financials position peaked at $62K in Q3 2013.
  • 54 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2014.

Based on Ameriprise's 13F filing for Q2 2014, filed 13 Aug 2014.