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Investment Partners’s ProShares Ultra Financials UYG Stock Holding History

Investment Partners’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
2016
Q4 		– Sell
-9,960
Closed -$241K – 174
2016
Q3 		$241K Buy
+9,960
New +$238K 0.14% 154
2016
Q2 		– Sell
-9,960
Closed -$236K – 164
2016
Q1 		$236K Buy
+9,960
New +$197K 0.15% 141

Other funds holding UYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 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
TNAM
Terra Nova Asset Management New York $135M AUM 37.09% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Investment Partners's UYG Position: Q4 2016 in Review

Investment Partners sold out of ProShares Ultra Financials (UYG) in Q4 2016, closing a stake of 9,960 shares — an estimated $241K sold.

Investment Partners first reported a position in UYG in Q1 2016 and held it in 2 quarters. The position peaked at $241K in Q3 2016. 61 funds tracked by Wall St. Rank hold UYG as of Q4 2016.

  • Investment Partners reported no remaining ProShares Ultra Financials position as of Q4 2016 after selling out during the quarter.
  • Investment Partners sold 9,960 ProShares Ultra Financials shares in Q4 2016, an estimated $241K.
  • Investment Partners first reported a position in ProShares Ultra Financials in Q1 2016 and held it in 2 quarters.
  • Investment Partners's ProShares Ultra Financials position peaked at $241K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2016.

Based on Investment Partners's 13F filing for Q4 2016, filed 8 Feb 2017.