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Institutional & Family Asset Management’s ProShares Ultra Gold UGL Stock Holding History

Institutional & Family Asset Management’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
2020
Q3 		– Sell
-668
Closed -$11K – 893
2020
Q2 		$11K Buy
+668
New +$10.1K ﹤0.01% 476

Other funds holding UGL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Institutional & Family Asset Management's UGL Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of ProShares Ultra Gold (UGL) in Q3 2020, closing a stake of 668 shares — an estimated $11K sold.

Institutional & Family Asset Management first reported a position in UGL in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 19 funds tracked by Wall St. Rank hold UGL as of Q3 2020.

  • Institutional & Family Asset Management reported no remaining ProShares Ultra Gold position as of Q3 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 668 ProShares Ultra Gold shares in Q3 2020, an estimated $11K.
  • Institutional & Family Asset Management first reported a position in ProShares Ultra Gold in Q2 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's ProShares Ultra Gold position peaked at $11K in Q2 2020.
  • 19 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.