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Bridgeworth’s ProShares Ultra Financials UYG Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-684
Closed -$27K – 517
2018
Q2 		$27K Buy
+684
New +$28.5K 0.01% 352

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
TNAM
Terra Nova Asset Management New York $135M AUM 37.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bridgeworth's UYG Position: Q3 2018 in Review

Bridgeworth sold out of ProShares Ultra Financials (UYG) in Q3 2018, closing a stake of 684 shares — an estimated $27K sold.

Bridgeworth first reported a position in UYG in Q2 2018 and held it in 1 quarter. The position peaked at $27K in Q2 2018. 67 funds tracked by Wall St. Rank hold UYG as of Q3 2018.

  • Bridgeworth reported no remaining ProShares Ultra Financials position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 684 ProShares Ultra Financials shares in Q3 2018, an estimated $27K.
  • Bridgeworth first reported a position in ProShares Ultra Financials in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's ProShares Ultra Financials position peaked at $27K in Q2 2018.
  • 67 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.