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Ladenburg Thalmann Financial Services’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio UBT Stock Details UBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-496
Closed -$26K – 5503
2019
Q3 		$26K Buy
+496
New +$24.8K ﹤0.01% 3875
2016
Q4 		– Sell
-384
Closed -$19K – 4957
2016
Q3 		$19K Buy
+384
New +$18.9K ﹤0.01% 3443

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Jane Street
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UBT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q4 2019, closing a stake of 496 shares — an estimated $26K sold.

Ladenburg Thalmann Financial Services first reported a position in UBT in Q3 2016 and held it in 2 quarters. The position peaked at $26K in Q3 2019. 18 funds tracked by Wall St. Rank hold UBT as of Q4 2019.

  • Ladenburg Thalmann Financial Services reported no remaining ProShares Ultra 20+ Year Treasury position as of Q4 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 496 ProShares Ultra 20+ Year Treasury shares in Q4 2019, an estimated $26K.
  • Ladenburg Thalmann Financial Services first reported a position in ProShares Ultra 20+ Year Treasury in Q3 2016 and held it in 2 quarters.
  • Ladenburg Thalmann Financial Services's ProShares Ultra 20+ Year Treasury position peaked at $26K in Q3 2019.
  • 18 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.