MCM
UYG icon

Manchester Capital Management’s ProShares Ultra Financials UYG Stock Holding History

Manchester Capital Management’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
-1,200
Closed -$20K – 960
2013
Q3 		$20K Hold
1,200
– – ﹤0.01% 743
2013
Q2 		$19K Buy
+1,200
New +$18.2K ﹤0.01% 758

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
Tower Research Capital (TRC)
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 22.9% 1-Year Est. Return
Exencial Wealth Advisors
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manchester Capital Management's UYG Position: Q4 2013 in Review

Manchester Capital Management sold out of ProShares Ultra Financials (UYG) in Q4 2013, closing a stake of 1,200 shares — an estimated $20K sold.

Manchester Capital Management first reported a position in UYG in Q2 2013 and held it in 2 quarters. The position peaked at $20K in Q3 2013. 42 funds tracked by Wall St. Rank hold UYG as of Q4 2013.

  • Manchester Capital Management reported no remaining ProShares Ultra Financials position as of Q4 2013 after selling out during the quarter.
  • Manchester Capital Management sold 1,200 ProShares Ultra Financials shares in Q4 2013, an estimated $20K.
  • Manchester Capital Management first reported a position in ProShares Ultra Financials in Q2 2013 and held it in 2 quarters.
  • Manchester Capital Management's ProShares Ultra Financials position peaked at $20K in Q3 2013.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2013.

Based on Manchester Capital Management's 13F filing for Q4 2013, filed 10 Feb 2014.