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JNBA Financial Advisors’s ProShares Ultra Materials UYM Stock Holding History

JNBA Financial Advisors’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,440
Closed -$17K – 545
2015
Q2 		$17K Hold
1,440
– – 0.01% 303
2015
Q1 		$18K Sell
1,440
-160
-10% -$2.01K 0.01% 303
2014
Q4 		$20K Hold
1,600
– – 0.01% 292
2014
Q3 		$22K Hold
1,600
– – 0.01% 280
2014
Q2 		$22K Hold
1,600
– – 0.01% 259
2014
Q1 		$20K Hold
1,600
– – 0.01% 256
2013
Q4 		$19K Hold
1,600
– – 0.01% 252
2013
Q3 		$17K Buy
+1,600
New +$15.7K 0.01% 254

Other funds holding UYM

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
IWMPD
Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

JNBA Financial Advisors's UYM Position: Q3 2015 in Review

JNBA Financial Advisors sold out of ProShares Ultra Materials (UYM) in Q3 2015, closing a stake of 1,440 shares — an estimated $17K sold.

JNBA Financial Advisors first reported a position in UYM in Q3 2013 and held it in 8 quarters. The position peaked at $22K in Q3 2014. 12 funds tracked by Wall St. Rank hold UYM as of Q3 2015.

  • JNBA Financial Advisors reported no remaining ProShares Ultra Materials position as of Q3 2015 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,440 ProShares Ultra Materials shares in Q3 2015, an estimated $17K.
  • JNBA Financial Advisors first reported a position in ProShares Ultra Materials in Q3 2013 and held it in 8 quarters.
  • JNBA Financial Advisors's ProShares Ultra Materials position peaked at $22K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q3 2015.

Based on JNBA Financial Advisors's 13F filing for Q3 2015, filed 28 Oct 2015.