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Pacific Capital Wealth Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio UCO Stock Details UCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,208
Closed -$37K – 183
2020
Q3 		$37K Buy
+5,208
New +$40.1K 0.02% 116

Other funds holding UCO

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IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pacific Capital Wealth Advisors's UCO Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q4 2020, closing a stake of 5,208 shares — an estimated $37K sold.

Pacific Capital Wealth Advisors first reported a position in UCO in Q3 2020 and held it in 1 quarter. The position peaked at $37K in Q3 2020. 60 funds tracked by Wall St. Rank hold UCO as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 5,208 ProShares Ultra Bloomberg Crude Oil shares in Q4 2020, an estimated $37K.
  • Pacific Capital Wealth Advisors first reported a position in ProShares Ultra Bloomberg Crude Oil in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's ProShares Ultra Bloomberg Crude Oil position peaked at $37K in Q3 2020.
  • 60 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.