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First Heartland Consultants’s ProShares Ultra Gold UGL Stock Holding History

First Heartland Consultants’s Portfolio UGL Stock Details UGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,104
Closed -$57K – 358
2013
Q2 		$57K Buy
+5,104
New +$76.4K 0.03% 259

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JT
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KIA
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U
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
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First Heartland Consultants's UGL Position: Q3 2013 in Review

First Heartland Consultants sold out of ProShares Ultra Gold (UGL) in Q3 2013, closing a stake of 5,104 shares — an estimated $57K sold.

First Heartland Consultants first reported a position in UGL in Q2 2013 and held it in 1 quarter. The position peaked at $57K in Q2 2013. 17 funds tracked by Wall St. Rank hold UGL as of Q3 2013.

  • First Heartland Consultants reported no remaining ProShares Ultra Gold position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 5,104 ProShares Ultra Gold shares in Q3 2013, an estimated $57K.
  • First Heartland Consultants first reported a position in ProShares Ultra Gold in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's ProShares Ultra Gold position peaked at $57K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.