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Financial Gravity Companies’s ProShares Ultra Utilities UPW Stock Holding History

Financial Gravity Companies’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-552
Closed -$6K – 1657
2017
Q4 		$6K Buy
+552
New +$6.98K 0.01% 690

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Jane Street
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LTFS
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Citadel Advisors
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KF
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Financial Gravity Companies's UPW Position: Q1 2018 in Review

Financial Gravity Companies sold out of ProShares Ultra Utilities (UPW) in Q1 2018, closing a stake of 552 shares — an estimated $6K sold.

Financial Gravity Companies first reported a position in UPW in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 12 funds tracked by Wall St. Rank hold UPW as of Q1 2018.

  • Financial Gravity Companies reported no remaining ProShares Ultra Utilities position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 552 ProShares Ultra Utilities shares in Q1 2018, an estimated $6K.
  • Financial Gravity Companies first reported a position in ProShares Ultra Utilities in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's ProShares Ultra Utilities position peaked at $6K in Q4 2017.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.