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National Planning Corporation’s ProShares Ultra Financials UYG Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-540
Closed -$12.9K – 1995
2014
Q4 		$12.9K Buy
+540
New +$12.5K ﹤0.01% 1920

Other funds holding UYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Planning Corporation's UYG Position: Q1 2015 in Review

National Planning Corporation sold out of ProShares Ultra Financials (UYG) in Q1 2015, closing a stake of 540 shares — an estimated $12.9K sold.

National Planning Corporation first reported a position in UYG in Q4 2014 and held it in 1 quarter. The position peaked at $12.9K in Q4 2014. 52 funds tracked by Wall St. Rank hold UYG as of Q1 2015.

  • National Planning Corporation reported no remaining ProShares Ultra Financials position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 540 ProShares Ultra Financials shares in Q1 2015, an estimated $12.9K.
  • National Planning Corporation first reported a position in ProShares Ultra Financials in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's ProShares Ultra Financials position peaked at $12.9K in Q4 2014.
  • 52 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.