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Mariner Independent Advisor Network’s ProShares Ultra S&P500 SSO Stock Holding History

Mariner Independent Advisor Network’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-59,712
Closed -$633K – 316
2017
Q1 		$633K Buy
+59,712
New +$613K 0.08% 135
2014
Q4 		– Sell
-32,368
Closed -$238K – 181
2014
Q3 		$238K Sell
32,368
-41,200
-56% -$304K 0.12% 114
2014
Q2 		$532K Buy
+73,568
New +$500K 0.26% 65

Other funds holding SSO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mariner Independent Advisor Network's SSO Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of ProShares Ultra S&P500 (SSO) in Q2 2017, closing a stake of 59,712 shares — an estimated $633K sold.

Mariner Independent Advisor Network first reported a position in SSO in Q2 2014 and held it in 3 quarters. The position peaked at $633K in Q1 2017. 100 funds tracked by Wall St. Rank hold SSO as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining ProShares Ultra S&P500 position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 59,712 ProShares Ultra S&P500 shares in Q2 2017, an estimated $633K.
  • Mariner Independent Advisor Network first reported a position in ProShares Ultra S&P500 in Q2 2014 and held it in 3 quarters.
  • Mariner Independent Advisor Network's ProShares Ultra S&P500 position peaked at $633K in Q1 2017.
  • 100 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.