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Mid Atlantic Financial Management’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Mid Atlantic Financial Management’s Portfolio UBT Stock Details UBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,070
Closed -$405K – 796
2020
Q2 		$405K Buy
+6,070
New +$410K 0.04% 393

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FIM
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Royal Bank of Canada
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HS
Haafor (Singapore) Singapore $53.7M AUM 47.58% 1-Year Est. Return
ASN
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
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Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Mid Atlantic Financial Management's UBT Position: Q3 2020 in Review

Mid Atlantic Financial Management sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q3 2020, closing a stake of 6,070 shares — an estimated $405K sold.

Mid Atlantic Financial Management first reported a position in UBT in Q2 2020 and held it in 1 quarter. The position peaked at $405K in Q2 2020. 10 funds tracked by Wall St. Rank hold UBT as of Q3 2020.

  • Mid Atlantic Financial Management reported no remaining ProShares Ultra 20+ Year Treasury position as of Q3 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 6,070 ProShares Ultra 20+ Year Treasury shares in Q3 2020, an estimated $405K.
  • Mid Atlantic Financial Management first reported a position in ProShares Ultra 20+ Year Treasury in Q2 2020 and held it in 1 quarter.
  • Mid Atlantic Financial Management's ProShares Ultra 20+ Year Treasury position peaked at $405K in Q2 2020.
  • 10 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q3 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.