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Crewe Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Crewe Advisors’s Portfolio UPRO Stock Details UPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-78
Closed -$2K – 264
2018
Q2 		$2K Hold
78
– – ﹤0.01% 244
2018
Q1 		$2K Buy
+78
New +$1.92K ﹤0.01% 260

Other funds holding UPRO

MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
PP
Pension Partners New York $72.6M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
EP
Edgestream Partners Princeton, New Jersey $3.37B AUM 20.71% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Crewe Advisors's UPRO Position: Q3 2018 in Review

Crewe Advisors sold out of ProShares UltraPro S&P 500 (UPRO) in Q3 2018, closing a stake of 78 shares — an estimated $2K sold.

Crewe Advisors first reported a position in UPRO in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 50 funds tracked by Wall St. Rank hold UPRO as of Q3 2018.

  • Crewe Advisors reported no remaining ProShares UltraPro S&P 500 position as of Q3 2018 after selling out during the quarter.
  • Crewe Advisors sold 78 ProShares UltraPro S&P 500 shares in Q3 2018, an estimated $2K.
  • Crewe Advisors first reported a position in ProShares UltraPro S&P 500 in Q1 2018 and held it in 2 quarters.
  • Crewe Advisors's ProShares UltraPro S&P 500 position peaked at $2K in Q2 2018.
  • 50 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q3 2018.

Based on Crewe Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.