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Paradigm Financial Advisors’s ProShares Ultra Financials UYG Stock Holding History

Paradigm Financial Advisors’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
2014
Q2 		– Sell
-870
Closed -$18K – 214
2014
Q1 		$18K Buy
+870
New +$16.9K 0.02% 175

Other funds holding UYG

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Exencial Wealth Advisors
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Paradigm Financial Advisors's UYG Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of ProShares Ultra Financials (UYG) in Q2 2014, closing a stake of 870 shares — an estimated $18K sold.

Paradigm Financial Advisors first reported a position in UYG in Q1 2014 and held it in 1 quarter. The position peaked at $18K in Q1 2014. 54 funds tracked by Wall St. Rank hold UYG as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining ProShares Ultra Financials position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 870 ProShares Ultra Financials shares in Q2 2014, an estimated $18K.
  • Paradigm Financial Advisors first reported a position in ProShares Ultra Financials in Q1 2014 and held it in 1 quarter.
  • Paradigm Financial Advisors's ProShares Ultra Financials position peaked at $18K in Q1 2014.
  • 54 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.