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Partnervest Advisory Services’s ProShares Ultra Energy DIG Stock Holding History

Partnervest Advisory Services’s Portfolio DIG Stock Details DIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-74,400
Closed -$448K – 232
2020
Q1 		$448K Buy
+74,400
New +$1.54M 0.2% 91

Other funds holding DIG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Partnervest Advisory Services sold out of ProShares Ultra Energy (DIG) in Q2 2020, closing a stake of 74,400 shares — an estimated $448K sold.

Partnervest Advisory Services first reported a position in DIG in Q1 2020 and held it in 1 quarter. The position peaked at $448K in Q1 2020. 25 funds tracked by Wall St. Rank hold DIG as of Q2 2020.

  • Partnervest Advisory Services reported no remaining ProShares Ultra Energy position as of Q2 2020 after selling out during the quarter.
  • Partnervest Advisory Services sold 74,400 ProShares Ultra Energy shares in Q2 2020, an estimated $448K.
  • Partnervest Advisory Services first reported a position in ProShares Ultra Energy in Q1 2020 and held it in 1 quarter.
  • Partnervest Advisory Services's ProShares Ultra Energy position peaked at $448K in Q1 2020.
  • 25 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q2 2020.

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