Brandywine Oak Private Wealth’s ProShares Ultra Technology ROM Stock Holding History

Brandywine Oak Private Wealth’s Portfolio ROM Stock Details ROM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-560	Closed	-$5K	–	530
2018 Q4	$5K	Buy	+560	New	+$6.65K	﹤0.01%	567

Other funds holding ROM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Brandywine Oak Private Wealth's ROM Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of ProShares Ultra Technology (ROM) in Q1 2019, closing a stake of 560 shares — an estimated $5K sold.

Brandywine Oak Private Wealth first reported a position in ROM in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 30 funds tracked by Wall St. Rank hold ROM as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining ProShares Ultra Technology position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 560 ProShares Ultra Technology shares in Q1 2019, an estimated $5K.
Brandywine Oak Private Wealth first reported a position in ProShares Ultra Technology in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's ProShares Ultra Technology position peaked at $5K in Q4 2018.
30 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.