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Bridgewater Wealth & Financial Management’s ProShares Ultra Dow30 DDM Stock Holding History

Bridgewater Wealth & Financial Management’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
2016
Q4 		– Sell
-25,410
Closed -$302K – 111
2016
Q3 		$302K Buy
25,410
+36
+0.1% +$431 0.11% 78
2016
Q2 		$288K Buy
25,374
+78
+0.3% +$870 0.1% 83
2016
Q1 		$279K Buy
+25,296
New +$248K 0.1% 86

Other funds holding DDM

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bridgewater Wealth & Financial Management's DDM Position: Q4 2016 in Review

Bridgewater Wealth & Financial Management sold out of ProShares Ultra Dow30 (DDM) in Q4 2016, closing a stake of 25,410 shares — an estimated $302K sold.

Bridgewater Wealth & Financial Management first reported a position in DDM in Q1 2016 and held it in 3 quarters. The position peaked at $302K in Q3 2016. 27 funds tracked by Wall St. Rank hold DDM as of Q4 2016.

  • Bridgewater Wealth & Financial Management reported no remaining ProShares Ultra Dow30 position as of Q4 2016 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 25,410 ProShares Ultra Dow30 shares in Q4 2016, an estimated $302K.
  • Bridgewater Wealth & Financial Management first reported a position in ProShares Ultra Dow30 in Q1 2016 and held it in 3 quarters.
  • Bridgewater Wealth & Financial Management's ProShares Ultra Dow30 position peaked at $302K in Q3 2016.
  • 27 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q4 2016.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.