JP Morgan Private Wealth Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UCO Stock Details UCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,187	Closed	-$203K	–	1282
2017 Q2	$203K	Hold	2,187	–	–	﹤0.01%	1148
2017 Q1	$260K	Buy	+2,187	New	+$283K	﹤0.01%	1136
2016 Q4	–	Sell	-2,187	Closed	-$284K	–	1302
2016 Q3	$284K	Hold	2,187	–	–	﹤0.01%	1012
2016 Q2	$334K	Buy	+2,187	New	+$317K	﹤0.01%	936

Other funds holding UCO

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

KCM

Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UCO Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q3 2017, closing a stake of 2,187 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in UCO in Q2 2016 and held it in 4 quarters. The position peaked at $334K in Q2 2016. 30 funds tracked by Wall St. Rank hold UCO as of Q3 2017.

JP Morgan Private Wealth Advisors reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q3 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,187 ProShares Ultra Bloomberg Crude Oil shares in Q3 2017, an estimated $203K.
JP Morgan Private Wealth Advisors first reported a position in ProShares Ultra Bloomberg Crude Oil in Q2 2016 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's ProShares Ultra Bloomberg Crude Oil position peaked at $334K in Q2 2016.
30 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.