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JFS Wealth Advisors’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

JFS Wealth Advisors’s Portfolio UST Stock Details UST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-176
Closed -$11K – 490
2016
Q3 		$11K Buy
+176
New +$11.2K ﹤0.01% 378
2016
Q2 		– Sell
-171
Closed -$10K – 618
2016
Q1 		$10K Buy
171
+82
+92% +$4.91K ﹤0.01% 397
2015
Q4 		$5K Sell
89
-227
-72% -$12.9K ﹤0.01% 454
2015
Q3 		$18K Buy
+316
New +$17.8K 0.01% 283
2015
Q1 		– Sell
-131
Closed -$7K – 541
2014
Q4 		$7K Buy
+131
New +$7.23K ﹤0.01% 414
2014
Q3 		– Sell
-459
Closed -$25K – 502
2014
Q2 		$25K Buy
+459
New +$24.3K ﹤0.01% 246

Other funds holding UST

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JFS Wealth Advisors's UST Position: Q4 2016 in Review

JFS Wealth Advisors sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q4 2016, closing a stake of 176 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in UST in Q2 2014 and held it in 6 quarters. The position peaked at $25K in Q2 2014. 20 funds tracked by Wall St. Rank hold UST as of Q4 2016.

  • JFS Wealth Advisors reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q4 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 176 ProShares Ultra 7-10 Year Treasury shares in Q4 2016, an estimated $11K.
  • JFS Wealth Advisors first reported a position in ProShares Ultra 7-10 Year Treasury in Q2 2014 and held it in 6 quarters.
  • JFS Wealth Advisors's ProShares Ultra 7-10 Year Treasury position peaked at $25K in Q2 2014.
  • 20 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q4 2016.

Based on JFS Wealth Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.