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Aviance Capital Partners’s ProShares Ultra Dow30 DDM Stock Holding History

Aviance Capital Partners’s Portfolio DDM Stock Details DDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-61,980
Closed -$695K – 223
2014
Q4 		$695K Buy
+61,980
New +$659K 0.26% 118
2013
Q4 		– Sell
-71,700
Closed -$571K – 217
2013
Q3 		$571K Buy
+71,700
New +$582K 0.27% 103

Other funds holding DDM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviance Capital Partners's DDM Position: Q1 2015 in Review

Aviance Capital Partners sold out of ProShares Ultra Dow30 (DDM) in Q1 2015, closing a stake of 61,980 shares — an estimated $695K sold.

Aviance Capital Partners first reported a position in DDM in Q3 2013 and held it in 2 quarters. The position peaked at $695K in Q4 2014. 26 funds tracked by Wall St. Rank hold DDM as of Q1 2015.

  • Aviance Capital Partners reported no remaining ProShares Ultra Dow30 position as of Q1 2015 after selling out during the quarter.
  • Aviance Capital Partners sold 61,980 ProShares Ultra Dow30 shares in Q1 2015, an estimated $695K.
  • Aviance Capital Partners first reported a position in ProShares Ultra Dow30 in Q3 2013 and held it in 2 quarters.
  • Aviance Capital Partners's ProShares Ultra Dow30 position peaked at $695K in Q4 2014.
  • 26 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q1 2015.

Based on Aviance Capital Partners's 13F filing for Q1 2015, filed 5 May 2015.