GWM
UYG icon

Gupta Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

Gupta Wealth Management’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-180
Closed -$4K – 1285
2015
Q4 		$4K Sell
180
-13,026
-99% -$313K ﹤0.01% 1059
2015
Q3 		$283K Sell
13,206
-1,482
-10% -$35.9K 0.07% 194
2015
Q2 		$362K Sell
14,688
-2,808
-16% -$70.2K 0.09% 180
2015
Q1 		$423K Buy
+17,496
New +$421K 0.12% 143

Other funds holding UYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gupta Wealth Management's UYG Position: Q1 2016 in Review

Gupta Wealth Management sold out of ProShares Ultra Financials (UYG) in Q1 2016, closing a stake of 180 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in UYG in Q1 2015 and held it in 4 quarters. The position peaked at $423K in Q1 2015. 58 funds tracked by Wall St. Rank hold UYG as of Q1 2016.

  • Gupta Wealth Management reported no remaining ProShares Ultra Financials position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 180 ProShares Ultra Financials shares in Q1 2016, an estimated $4K.
  • Gupta Wealth Management first reported a position in ProShares Ultra Financials in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's ProShares Ultra Financials position peaked at $423K in Q1 2015.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.