KJWM
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Kiley Juergens Wealth Management’s ProShares Ultra Energy DIG Stock Holding History

Kiley Juergens Wealth Management’s Portfolio DIG Stock Details DIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12
Closed – – 211
2017
Q4 		$0 Buy
+12
New +$536 ﹤0.01% 677

Other funds holding DIG

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Kiley Juergens Wealth Management's DIG Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of ProShares Ultra Energy (DIG) in Q1 2018, closing a stake of 12 shares.

Kiley Juergens Wealth Management first reported a position in DIG in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 20 funds tracked by Wall St. Rank hold DIG as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining ProShares Ultra Energy position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 12 ProShares Ultra Energy shares in Q1 2018.
  • Kiley Juergens Wealth Management first reported a position in ProShares Ultra Energy in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's ProShares Ultra Energy position peaked at $0 in Q4 2017.
  • 20 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.