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First Allied Advisory Services’s ProShares Ultra Utilities UPW Stock Holding History

First Allied Advisory Services’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
-3,604
Closed -$43K – 1482
2017
Q4 		$43K Buy
+3,604
New +$45.6K ﹤0.01% 1322

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KF
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AG
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First Allied Advisory Services's UPW Position: Q1 2018 in Review

First Allied Advisory Services sold out of ProShares Ultra Utilities (UPW) in Q1 2018, closing a stake of 3,604 shares — an estimated $43K sold.

First Allied Advisory Services first reported a position in UPW in Q4 2017 and held it in 1 quarter. The position peaked at $43K in Q4 2017. 12 funds tracked by Wall St. Rank hold UPW as of Q1 2018.

  • First Allied Advisory Services reported no remaining ProShares Ultra Utilities position as of Q1 2018 after selling out during the quarter.
  • First Allied Advisory Services sold 3,604 ProShares Ultra Utilities shares in Q1 2018, an estimated $43K.
  • First Allied Advisory Services first reported a position in ProShares Ultra Utilities in Q4 2017 and held it in 1 quarter.
  • First Allied Advisory Services's ProShares Ultra Utilities position peaked at $43K in Q4 2017.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.