KMS Financial Services’s ProShares Ultra Consumer Discretionary UCC Stock Holding History

KMS Financial Services’s Portfolio UCC Stock Details UCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-109,568	Closed	-$755K	–	473
2013 Q2	$755K	Buy	+109,568	New	+$736K	0.21%	123

Other funds holding UCC

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KMS Financial Services's UCC Position: Q3 2013 in Review

KMS Financial Services sold out of ProShares Ultra Consumer Discretionary (UCC) in Q3 2013, closing a stake of 109,568 shares — an estimated $755K sold.

KMS Financial Services first reported a position in UCC in Q2 2013 and held it in 1 quarter. The position peaked at $755K in Q2 2013. 4 funds tracked by Wall St. Rank hold UCC as of Q3 2013.

KMS Financial Services reported no remaining ProShares Ultra Consumer Discretionary position as of Q3 2013 after selling out during the quarter.
KMS Financial Services sold 109,568 ProShares Ultra Consumer Discretionary shares in Q3 2013, an estimated $755K.
KMS Financial Services first reported a position in ProShares Ultra Consumer Discretionary in Q2 2013 and held it in 1 quarter.
KMS Financial Services's ProShares Ultra Consumer Discretionary position peaked at $755K in Q2 2013.
4 funds tracked by Wall St. Rank held ProShares Ultra Consumer Discretionary as of Q3 2013.

Based on KMS Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.