Mariner Independent Advisor Network’s ProShares Ultra Financials UYG Stock Holding History

Mariner Independent Advisor Network’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
2018 Q3	–	Sell	-17,364	Closed	-$702K	–	284
2018 Q2	$702K	Buy	+17,364	New	+$722K	0.12%	107
2017 Q2	–	Sell	-17,760	Closed	-$575K	–	333
2017 Q1	$575K	Buy	+17,760	New	+$578K	0.07%	146

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

TNAM

Terra Nova Asset Management New York $135M AUM 37.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Independent Advisor Network's UYG Position: Q3 2018 in Review

Mariner Independent Advisor Network sold out of ProShares Ultra Financials (UYG) in Q3 2018, closing a stake of 17,364 shares — an estimated $702K sold.

Mariner Independent Advisor Network first reported a position in UYG in Q1 2017 and held it in 2 quarters. The position peaked at $702K in Q2 2018. 67 funds tracked by Wall St. Rank hold UYG as of Q3 2018.

Mariner Independent Advisor Network reported no remaining ProShares Ultra Financials position as of Q3 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 17,364 ProShares Ultra Financials shares in Q3 2018, an estimated $702K.
Mariner Independent Advisor Network first reported a position in ProShares Ultra Financials in Q1 2017 and held it in 2 quarters.
Mariner Independent Advisor Network's ProShares Ultra Financials position peaked at $702K in Q2 2018.
67 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2018, filed 7 Nov 2018.