Calton & Associates’s ProShares Ultra Gold UGL Stock Holding History

Calton & Associates’s Portfolio UGL Stock Details UGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-580	Closed	-$6K	–	1206
2017 Q4	$6K	Buy	+580	New	+$5.69K	﹤0.01%	1216

Other funds holding UGL

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Calton & Associates's UGL Position: Q1 2018 in Review

Calton & Associates sold out of ProShares Ultra Gold (UGL) in Q1 2018, closing a stake of 580 shares — an estimated $6K sold.

Calton & Associates first reported a position in UGL in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 17 funds tracked by Wall St. Rank hold UGL as of Q1 2018.

Calton & Associates reported no remaining ProShares Ultra Gold position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 580 ProShares Ultra Gold shares in Q1 2018, an estimated $6K.
Calton & Associates first reported a position in ProShares Ultra Gold in Q4 2017 and held it in 1 quarter.
Calton & Associates's ProShares Ultra Gold position peaked at $6K in Q4 2017.
17 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.