PAS
DDM icon

Partnervest Advisory Services’s ProShares Ultra Dow30 DDM Stock Holding History

Partnervest Advisory Services’s Portfolio DDM Stock Details DDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-20,000
Closed -$298K – 229
2020
Q1 		$298K Buy
+20,000
New +$484K 0.13% 134

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CICI
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Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
BMC
Beaton Management Company Haverhill, Massachusetts $245M AUM 33.87% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Partnervest Advisory Services's DDM Position: Q2 2020 in Review

Partnervest Advisory Services sold out of ProShares Ultra Dow30 (DDM) in Q2 2020, closing a stake of 20,000 shares — an estimated $298K sold.

Partnervest Advisory Services first reported a position in DDM in Q1 2020 and held it in 1 quarter. The position peaked at $298K in Q1 2020. 24 funds tracked by Wall St. Rank hold DDM as of Q2 2020.

  • Partnervest Advisory Services reported no remaining ProShares Ultra Dow30 position as of Q2 2020 after selling out during the quarter.
  • Partnervest Advisory Services sold 20,000 ProShares Ultra Dow30 shares in Q2 2020, an estimated $298K.
  • Partnervest Advisory Services first reported a position in ProShares Ultra Dow30 in Q1 2020 and held it in 1 quarter.
  • Partnervest Advisory Services's ProShares Ultra Dow30 position peaked at $298K in Q1 2020.
  • 24 funds tracked by Wall St. Rank held ProShares Ultra Dow30 as of Q2 2020.

Based on Partnervest Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.