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CLA (CliftonLarsonAllen) Wealth Advisors’s ProShares Ultra Utilities UPW Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-30,864
Closed -$212K – 156
2015
Q2 		$212K Buy
+30,864
New +$236K 0.04% 155

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LTFS
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
RPG
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Jane Street
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VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors sold out of ProShares Ultra Utilities (UPW) in Q3 2015, closing a stake of 30,864 shares — an estimated $212K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in UPW in Q2 2015 and held it in 1 quarter. The position peaked at $212K in Q2 2015. 14 funds tracked by Wall St. Rank hold UPW as of Q3 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining ProShares Ultra Utilities position as of Q3 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 30,864 ProShares Ultra Utilities shares in Q3 2015, an estimated $212K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ProShares Ultra Utilities in Q2 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's ProShares Ultra Utilities position peaked at $212K in Q2 2015.
  • 14 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q3 2015.

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