Belmont Global Advisors’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-30,000
| Closed | -$735K | – | 84 |
|
|
2015
Q3 | $735K | Buy |
30,000
+14,000
| +88% | +$343K | 1.25% | 20 |
|
|
2015
Q2 | $680K | Buy |
+16,000
| New | +$680K | 0.75% | 24 |
|
|
2014
Q1 | – | Sell |
-10,000
| Closed | -$563K | – | 158 |
|
|
2013
Q4 | $563K | Buy |
+10,000
| New | +$563K | 0.45% | 61 |
|