HM Payson & Co’s ProShares Ultra Financials UYG Stock Holding History

HM Payson & Co’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
2020 Q2	–	Sell	-240	Closed	-$6K	–	936
2020 Q1	$6K	Hold	240	–	–	﹤0.01%	798
2019 Q4	$13K	Hold	240	–	–	﹤0.01%	784
2019 Q3	$11K	Hold	240	–	–	﹤0.01%	810
2019 Q2	$11K	Buy	+240	New	+$10.4K	﹤0.01%	814

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RAM

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

HM Payson & Co's UYG Position: Q2 2020 in Review

HM Payson & Co sold out of ProShares Ultra Financials (UYG) in Q2 2020, closing a stake of 240 shares — an estimated $6K sold.

HM Payson & Co first reported a position in UYG in Q2 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 43 funds tracked by Wall St. Rank hold UYG as of Q2 2020.

HM Payson & Co reported no remaining ProShares Ultra Financials position as of Q2 2020 after selling out during the quarter.
HM Payson & Co sold 240 ProShares Ultra Financials shares in Q2 2020, an estimated $6K.
HM Payson & Co first reported a position in ProShares Ultra Financials in Q2 2019 and held it in 4 quarters.
HM Payson & Co's ProShares Ultra Financials position peaked at $13K in Q4 2019.
43 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2020.

Based on HM Payson & Co's 13F filing for Q2 2020, filed 13 Aug 2020.