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LPL Financial’s
ProShares Ultra 20+ Year Treasury
UBT
Stock Holding History
LPL Financial’s Portfolio
UBT Stock Details
UBT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-144,016
Closed
-$5.37M
–
3201
2015
Q4
$5.37M
Buy
144,016
+71,302
+98%
+$2.69M
0.01%
688
2015
Q3
$2.79M
Buy
72,714
+9,430
+15%
+$352K
0.02%
688
2015
Q2
$2.24M
Buy
63,284
+758
+1%
+$29K
0.01%
849
2015
Q1
$2.77M
Buy
+62,526
New
+$2.7M
0.01%
754
2014
Q4
–
Sell
-53,618
Closed
-$1.89M
–
2794
2014
Q3
$1.89M
Buy
+53,618
New
+$1.78M
0.01%
883
2014
Q2
–
Sell
-25,150
Closed
-$739K
–
2749
2014
Q1
$739K
Buy
+25,150
New
+$705K
﹤0.01%
1455
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1-Year Est. Return
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1-Year Est. Return
DS
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$7.21B AUM
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1-Year Est. Return
WCM
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$1.23B AUM
23.17%
1-Year Est. Return
ASN
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$7.52B AUM
29.01%
1-Year Est. Return
FIM
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$337M AUM
22.95%
1-Year Est. Return
AP
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$679M AUM
22.19%
1-Year Est. Return
S
SignatureFD
Atlanta, Georgia
$6.53B AUM
20.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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