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Lenox Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History

Lenox Wealth Advisors’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,972
Closed -$65K – 408
2013
Q3 		$65K Hold
3,972
– – 0.06% 29
2013
Q2 		$62K Buy
+3,972
New +$60.3K 0.07% 29

Other funds holding UYG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lenox Wealth Advisors's UYG Position: Q4 2013 in Review

Lenox Wealth Advisors sold out of ProShares Ultra Financials (UYG) in Q4 2013, closing a stake of 3,972 shares — an estimated $65K sold.

Lenox Wealth Advisors first reported a position in UYG in Q2 2013 and held it in 2 quarters. The position peaked at $65K in Q3 2013. 42 funds tracked by Wall St. Rank hold UYG as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining ProShares Ultra Financials position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 3,972 ProShares Ultra Financials shares in Q4 2013, an estimated $65K.
  • Lenox Wealth Advisors first reported a position in ProShares Ultra Financials in Q2 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's ProShares Ultra Financials position peaked at $65K in Q3 2013.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2013.

Based on Lenox Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.