LPL Financial
UYM icon

LPL Financial’s ProShares Ultra Materials UYM Stock Holding History

LPL Financial’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-48,824
Closed -$460K – 2984
2016
Q1 		$460K Buy
48,824
+404
+0.8% +$3.28K ﹤0.01% 2214
2015
Q4 		$420K Sell
48,420
-20,224
-29% -$190K ﹤0.01% 2311
2015
Q3 		$589K Sell
68,644
-7,960
-10% -$76.6K ﹤0.01% 1653
2015
Q2 		$890K Buy
76,604
+7,664
+11% +$98.8K ﹤0.01% 1464
2015
Q1 		$845K Sell
68,940
-3,660
-5% -$45.9K ﹤0.01% 1481
2014
Q4 		$904K Sell
72,600
-50,792
-41% -$640K ﹤0.01% 1378
2014
Q3 		$1.59M Sell
123,392
-1,452
-1% -$20.4K 0.01% 993
2014
Q2 		$1.75M Sell
124,844
-1,704
-1% -$22.5K 0.01% 972
2014
Q1 		$1.6M Sell
126,548
-5,140
-4% -$61.5K 0.01% 954
2013
Q4 		$1.6M Sell
131,688
-78,200
-37% -$888K 0.01% 963
2013
Q3 		$2.27M Sell
209,888
-54,488
-21% -$535K 0.02% 718
2013
Q2 		$2.27M Buy
+264,376
New +$2.46M 0.02% 663

Other funds holding UYM

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial's UYM Position: Q2 2016 in Review

LPL Financial sold out of ProShares Ultra Materials (UYM) in Q2 2016, closing a stake of 48,824 shares — an estimated $460K sold.

LPL Financial first reported a position in UYM in Q2 2013 and held it in 12 quarters. The position peaked at $2.27M in Q2 2013. 16 funds tracked by Wall St. Rank hold UYM as of Q2 2016.

  • LPL Financial reported no remaining ProShares Ultra Materials position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 48,824 ProShares Ultra Materials shares in Q2 2016, an estimated $460K.
  • LPL Financial first reported a position in ProShares Ultra Materials in Q2 2013 and held it in 12 quarters.
  • LPL Financial's ProShares Ultra Materials position peaked at $2.27M in Q2 2013.
  • 16 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.