EWM
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Edge Wealth Management’s ProShares UltraShort Yen YCS Stock Holding History

Edge Wealth Management’s Portfolio YCS Stock Details YCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-80,000
Closed -$1.25M – 374
2013
Q3 		$1.25M Buy
+80,000
New +$1.26M 0.76% 28

Other funds holding YCS

LCM
Levitt Capital Management Boca Raton, Florida $41.8M AUM 36.18% 1-Year Est. Return
RBLCM
Roaring Blue Lion Capital Management Dallas, Texas $73.5M AUM 24.79% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Edge Wealth Management's YCS Position: Q4 2013 in Review

Edge Wealth Management sold out of ProShares UltraShort Yen (YCS) in Q4 2013, closing a stake of 80,000 shares — an estimated $1.25M sold.

Edge Wealth Management first reported a position in YCS in Q3 2013 and held it in 1 quarter. The position peaked at $1.25M in Q3 2013. 41 funds tracked by Wall St. Rank hold YCS as of Q4 2013.

  • Edge Wealth Management reported no remaining ProShares UltraShort Yen position as of Q4 2013 after selling out during the quarter.
  • Edge Wealth Management sold 80,000 ProShares UltraShort Yen shares in Q4 2013, an estimated $1.25M.
  • Edge Wealth Management first reported a position in ProShares UltraShort Yen in Q3 2013 and held it in 1 quarter.
  • Edge Wealth Management's ProShares UltraShort Yen position peaked at $1.25M in Q3 2013.
  • 41 funds tracked by Wall St. Rank held ProShares UltraShort Yen as of Q4 2013.

Based on Edge Wealth Management's 13F filing for Q4 2013, filed 16 Jan 2014.