Commonwealth Equity Services
UYG icon

Commonwealth Equity Services’s ProShares Ultra Financials UYG Stock Holding History

Commonwealth Equity Services’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
2014
Q2 		– Sell
-10,572
Closed -$215K – 2104
2014
Q1 		$215K Sell
10,572
-1,884
-15% -$36.6K ﹤0.01% 1715
2013
Q4 		$244K Sell
12,456
-7,050
-36% -$127K ﹤0.01% 1587
2013
Q3 		$319K Sell
19,506
-11,748
-38% -$196K 0.01% 1327
2013
Q2 		$487K Buy
+31,254
New +$474K 0.01% 1035

Other funds holding UYG

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VF
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Deutsche Bank
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Commonwealth Equity Services's UYG Position: Q2 2014 in Review

Commonwealth Equity Services sold out of ProShares Ultra Financials (UYG) in Q2 2014, closing a stake of 10,572 shares — an estimated $215K sold.

Commonwealth Equity Services first reported a position in UYG in Q2 2013 and held it in 4 quarters. The position peaked at $487K in Q2 2013. 54 funds tracked by Wall St. Rank hold UYG as of Q2 2014.

  • Commonwealth Equity Services reported no remaining ProShares Ultra Financials position as of Q2 2014 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,572 ProShares Ultra Financials shares in Q2 2014, an estimated $215K.
  • Commonwealth Equity Services first reported a position in ProShares Ultra Financials in Q2 2013 and held it in 4 quarters.
  • Commonwealth Equity Services's ProShares Ultra Financials position peaked at $487K in Q2 2013.
  • 54 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2014.

Based on Commonwealth Equity Services's 13F filing for Q2 2014, filed 23 Jul 2014.