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CLA (CliftonLarsonAllen) Wealth Advisors’s ProShares Ultra Technology ROM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2015
Q3 		– Sell
-44,544
Closed -$212K – 151
2015
Q2 		$212K Buy
+44,544
New +$225K 0.04% 154

Other funds holding ROM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ROM Position: Q3 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of ProShares Ultra Technology (ROM) in Q3 2015, closing a stake of 44,544 shares — an estimated $212K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ROM in Q2 2015 and held it in 1 quarter. The position peaked at $212K in Q2 2015. 21 funds tracked by Wall St. Rank hold ROM as of Q3 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining ProShares Ultra Technology position as of Q3 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 44,544 ProShares Ultra Technology shares in Q3 2015, an estimated $212K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ProShares Ultra Technology in Q2 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's ProShares Ultra Technology position peaked at $212K in Q2 2015.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q3 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.