Creative Planning’s PROSHARES ULTRA RUSSELL MIDCAP GROWTH UKW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-530
Closed -$62K 4649
2014
Q4
$62K Hold
530
﹤0.01% 1862
2014
Q3
$57K Hold
530
﹤0.01% 1839
2014
Q2
$57K Buy
+530
New +$52.2K ﹤0.01% 1805

Creative Planning's UKW Position: Q1 2015 in Review

Creative Planning sold out of PROSHARES ULTRA RUSSELL MIDCAP GROWTH (UKW) in Q1 2015, closing a stake of 530 shares — an estimated $62K sold.

Creative Planning first reported a position in UKW in Q2 2014 and held it in 3 quarters. The position peaked at $62K in Q4 2014. 0 funds tracked by Wall St. Rank hold UKW as of Q1 2015.

  • Creative Planning reported no remaining PROSHARES ULTRA RUSSELL MIDCAP GROWTH position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 530 PROSHARES ULTRA RUSSELL MIDCAP GROWTH shares in Q1 2015, an estimated $62K.
  • Creative Planning first reported a position in PROSHARES ULTRA RUSSELL MIDCAP GROWTH in Q2 2014 and held it in 3 quarters.
  • Creative Planning's PROSHARES ULTRA RUSSELL MIDCAP GROWTH position peaked at $62K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held PROSHARES ULTRA RUSSELL MIDCAP GROWTH as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.