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IFP Advisors’s ProShares Ultra Utilities UPW Stock Holding History

IFP Advisors’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
2016
Q1 		– Sell
-232,548
Closed -$1.78M – 3406
2015
Q4 		$1.78M Buy
+232,548
New +$1.75M 0.12% 184

Other funds holding UPW

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's UPW Position: Q1 2016 in Review

IFP Advisors sold out of ProShares Ultra Utilities (UPW) in Q1 2016, closing a stake of 232,548 shares — an estimated $1.78M sold.

IFP Advisors first reported a position in UPW in Q4 2015 and held it in 1 quarter. The position peaked at $1.78M in Q4 2015. 13 funds tracked by Wall St. Rank hold UPW as of Q1 2016.

  • IFP Advisors reported no remaining ProShares Ultra Utilities position as of Q1 2016 after selling out during the quarter.
  • IFP Advisors sold 232,548 ProShares Ultra Utilities shares in Q1 2016, an estimated $1.78M.
  • IFP Advisors first reported a position in ProShares Ultra Utilities in Q4 2015 and held it in 1 quarter.
  • IFP Advisors's ProShares Ultra Utilities position peaked at $1.78M in Q4 2015.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2016.

Based on IFP Advisors's 13F filing for Q1 2016, filed 2 May 2016.