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Placemark Investments’s ProShares Ultra Financials UYG Stock Holding History

Placemark Investments’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
Q4 		$609K Buy
24,528
+10,284
+72% +$238K 0.01% 1087
2014
Q3 		$306K Buy
+14,244
New +$305K 0.01% 1395

Other funds holding UYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

Placemark Investments's UYG Position: Q4 2014 in Review

Placemark Investments increased its ProShares Ultra Financials (UYG) stake by 72% in Q4 2014, buying an estimated $238K and bringing the position to 24,528 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #1087.

Placemark Investments first reported a position in UYG in Q3 2014 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold UYG as of Q4 2014.

  • Placemark Investments held 24,528 shares of ProShares Ultra Financials worth $609K as of Q4 2014.
  • Placemark Investments bought 10,284 ProShares Ultra Financials shares in Q4 2014, an estimated $238K.
  • ProShares Ultra Financials made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1087 holding.
  • Placemark Investments first reported a position in ProShares Ultra Financials in Q3 2014 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.