JFS Wealth Advisors’s ProShares UltraShort Financials SKF Stock Holding History

JFS Wealth Advisors’s Portfolio SKF Stock Details SKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-156	Closed	-$150K	–	536
2014 Q3	$150K	Hold	156	–	–	0.03%	94
2014 Q2	$155K	Hold	156	–	–	0.03%	98
2014 Q1	$164K	Buy	+156	New	+$174K	0.09%	110

Other funds holding SKF

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

QCM Cayman Houston, Texas $3.63M AUM 61.13% 1-Year Est. Return

CMT Trading Chicago, Illinois $22.4M AUM 78.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

JFS Wealth Advisors's SKF Position: Q4 2014 in Review

JFS Wealth Advisors sold out of ProShares UltraShort Financials (SKF) in Q4 2014, closing a stake of 156 shares — an estimated $150K sold.

JFS Wealth Advisors first reported a position in SKF in Q1 2014 and held it in 3 quarters. The position peaked at $164K in Q1 2014. 15 funds tracked by Wall St. Rank hold SKF as of Q4 2014.

JFS Wealth Advisors reported no remaining ProShares UltraShort Financials position as of Q4 2014 after selling out during the quarter.
JFS Wealth Advisors sold 156 ProShares UltraShort Financials shares in Q4 2014, an estimated $150K.
JFS Wealth Advisors first reported a position in ProShares UltraShort Financials in Q1 2014 and held it in 3 quarters.
JFS Wealth Advisors's ProShares UltraShort Financials position peaked at $164K in Q1 2014.
15 funds tracked by Wall St. Rank held ProShares UltraShort Financials as of Q4 2014.

Based on JFS Wealth Advisors's 13F filing for Q4 2014, filed 23 Jan 2015.