CA
BIB icon

CapWealth Advisors’s ProShares Ultra NASDAQ Biotechnology BIB Stock Holding History

CapWealth Advisors’s Portfolio BIB Stock Details BIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-56
Closed -$1K – 438
2013
Q2 		$1K Buy
+56
New +$1.28K ﹤0.01% 413

Other funds holding BIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CapWealth Advisors's BIB Position: Q3 2013 in Review

CapWealth Advisors sold out of ProShares Ultra NASDAQ Biotechnology (BIB) in Q3 2013, closing a stake of 56 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in BIB in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 7 funds tracked by Wall St. Rank hold BIB as of Q3 2013.

  • CapWealth Advisors reported no remaining ProShares Ultra NASDAQ Biotechnology position as of Q3 2013 after selling out during the quarter.
  • CapWealth Advisors sold 56 ProShares Ultra NASDAQ Biotechnology shares in Q3 2013, an estimated $1K.
  • CapWealth Advisors first reported a position in ProShares Ultra NASDAQ Biotechnology in Q2 2013 and held it in 1 quarter.
  • CapWealth Advisors's ProShares Ultra NASDAQ Biotechnology position peaked at $1K in Q2 2013.
  • 7 funds tracked by Wall St. Rank held ProShares Ultra NASDAQ Biotechnology as of Q3 2013.

Based on CapWealth Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.