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Doyle Wealth Management’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Doyle Wealth Management’s Portfolio SPXU Stock Details SPXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-30
Closed -$165K – 171
2017
Q3 		$165K Buy
+30
New +$177K 0.03% 147

Other funds holding SPXU

MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
SI
SCP Investment Orinda, California $90.3M AUM 31.98% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
EM
Emancipation Management New York $22.4M AUM 18.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Doyle Wealth Management's SPXU Position: Q4 2017 in Review

Doyle Wealth Management sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q4 2017, closing a stake of 30 shares — an estimated $165K sold.

Doyle Wealth Management first reported a position in SPXU in Q3 2017 and held it in 1 quarter. The position peaked at $165K in Q3 2017. 35 funds tracked by Wall St. Rank hold SPXU as of Q4 2017.

  • Doyle Wealth Management reported no remaining ProShares UltraPro Short S&P 500 position as of Q4 2017 after selling out during the quarter.
  • Doyle Wealth Management sold 30 ProShares UltraPro Short S&P 500 shares in Q4 2017, an estimated $165K.
  • Doyle Wealth Management first reported a position in ProShares UltraPro Short S&P 500 in Q3 2017 and held it in 1 quarter.
  • Doyle Wealth Management's ProShares UltraPro Short S&P 500 position peaked at $165K in Q3 2017.
  • 35 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2017.

Based on Doyle Wealth Management's 13F filing for Q4 2017, filed 7 Feb 2018.