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Hoxton Financial’s ProShares Ultra Financials UYG Stock Holding History

Hoxton Financial’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
2014
Q1 		– Sell
-540
Closed -$11K – 585
2013
Q4 		$11K Buy
+540
New +$9.74K ﹤0.01% 447

Other funds holding UYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Hoxton Financial's UYG Position: Q1 2014 in Review

Hoxton Financial sold out of ProShares Ultra Financials (UYG) in Q1 2014, closing a stake of 540 shares — an estimated $11K sold.

Hoxton Financial first reported a position in UYG in Q4 2013 and held it in 1 quarter. The position peaked at $11K in Q4 2013. 50 funds tracked by Wall St. Rank hold UYG as of Q1 2014.

  • Hoxton Financial reported no remaining ProShares Ultra Financials position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 540 ProShares Ultra Financials shares in Q1 2014, an estimated $11K.
  • Hoxton Financial first reported a position in ProShares Ultra Financials in Q4 2013 and held it in 1 quarter.
  • Hoxton Financial's ProShares Ultra Financials position peaked at $11K in Q4 2013.
  • 50 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.