CWM
UST icon

Concert Wealth Management’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

Concert Wealth Management’s Portfolio UST Stock Details UST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-798
Closed -$51K – 899
2016
Q3 		$51K Buy
+798
New +$50.8K 0.01% 815

Other funds holding UST

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Concert Wealth Management's UST Position: Q4 2016 in Review

Concert Wealth Management sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q4 2016, closing a stake of 798 shares — an estimated $51K sold.

Concert Wealth Management first reported a position in UST in Q3 2016 and held it in 1 quarter. The position peaked at $51K in Q3 2016. 20 funds tracked by Wall St. Rank hold UST as of Q4 2016.

  • Concert Wealth Management reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 798 ProShares Ultra 7-10 Year Treasury shares in Q4 2016, an estimated $51K.
  • Concert Wealth Management first reported a position in ProShares Ultra 7-10 Year Treasury in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's ProShares Ultra 7-10 Year Treasury position peaked at $51K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.