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Credit Suisse’s ProShares Ultra Financials UYG Stock Holding History

Credit Suisse’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
2013
Q3 		– Sell
-149,208
Closed -$2.32M – 4377
2013
Q2 		$2.32M Buy
+149,208
New +$2.26M ﹤0.01% 2161

Other funds holding UYG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

Credit Suisse's UYG Position: Q3 2013 in Review

Credit Suisse sold out of ProShares Ultra Financials (UYG) in Q3 2013, closing a stake of 149,208 shares — an estimated $2.32M sold.

Credit Suisse first reported a position in UYG in Q2 2013 and held it in 1 quarter. The position peaked at $2.32M in Q2 2013. 46 funds tracked by Wall St. Rank hold UYG as of Q3 2013.

  • Credit Suisse reported no remaining ProShares Ultra Financials position as of Q3 2013 after selling out during the quarter.
  • Credit Suisse sold 149,208 ProShares Ultra Financials shares in Q3 2013, an estimated $2.32M.
  • Credit Suisse first reported a position in ProShares Ultra Financials in Q2 2013 and held it in 1 quarter.
  • Credit Suisse's ProShares Ultra Financials position peaked at $2.32M in Q2 2013.
  • 46 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2013.

Based on Credit Suisse's 13F filing for Q3 2013, filed 13 Nov 2013.