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Mosaic Family Wealth’s ProShares Ultra Financials UYG Stock Holding History

Mosaic Family Wealth’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
2016
Q2 		– Sell
-930
Closed -$19K – 831
2016
Q1 		$19K Hold
930
– – 0.01% 445
2015
Q4 		$22K Buy
+930
New +$22.3K 0.01% 435

Other funds holding UYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mosaic Family Wealth's UYG Position: Q2 2016 in Review

Mosaic Family Wealth sold out of ProShares Ultra Financials (UYG) in Q2 2016, closing a stake of 930 shares — an estimated $19K sold.

Mosaic Family Wealth first reported a position in UYG in Q4 2015 and held it in 2 quarters. The position peaked at $22K in Q4 2015. 52 funds tracked by Wall St. Rank hold UYG as of Q2 2016.

  • Mosaic Family Wealth reported no remaining ProShares Ultra Financials position as of Q2 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 930 ProShares Ultra Financials shares in Q2 2016, an estimated $19K.
  • Mosaic Family Wealth first reported a position in ProShares Ultra Financials in Q4 2015 and held it in 2 quarters.
  • Mosaic Family Wealth's ProShares Ultra Financials position peaked at $22K in Q4 2015.
  • 52 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2016.

Based on Mosaic Family Wealth's 13F filing for Q2 2016, filed 15 Aug 2016.