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Integrated Wealth Management (Palm Desert)’s ProShares Ultra Dow30 DDM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DDM Stock Details DDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,760
Closed -$33K – 400
2016
Q3 		$33K Hold
2,760
– – 0.01% 494
2016
Q2 		$31K Buy
+2,760
New +$30.8K 0.01% 498

Other funds holding DDM

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DDM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of ProShares Ultra Dow30 (DDM) in Q4 2016, closing a stake of 2,760 shares — an estimated $33K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DDM in Q2 2016 and held it in 2 quarters. The position peaked at $33K in Q3 2016. 27 funds tracked by Wall St. Rank hold DDM as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining ProShares Ultra Dow30 position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,760 ProShares Ultra Dow30 shares in Q4 2016, an estimated $33K.
  • Integrated Wealth Management (Palm Desert) first reported a position in ProShares Ultra Dow30 in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s ProShares Ultra Dow30 position peaked at $33K in Q3 2016.
  • 27 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.