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Portfolio Strategies (Washington)’s ProShares UltraPro QQQ TQQQ Stock Holding History

Portfolio Strategies (Washington)’s Portfolio TQQQ Stock Details TQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$212K Buy
+36,624
New +$200K 0.42% 16
2014
Q3 		– Sell
-2,797,920
Closed -$4.36M – 54
2014
Q2 		$4.36M Buy
+2,797,920
New +$3.75M 4.84% 7
2014
Q1 		– Sell
-2,531,616
Closed -$3.27M – 58
2013
Q4 		$3.27M Buy
+2,531,616
New +$2.78M 4.23% 7

Other funds holding TQQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Portfolio Strategies (Washington)'s TQQQ Position: Q4 2017 in Review

Portfolio Strategies (Washington) opened a new position in ProShares UltraPro QQQ (TQQQ) in Q4 2017: 36,624 shares worth $212K. The stake represents 0.42% of the portfolio and ranks #16 among its holdings. This is a return to the name: Portfolio Strategies (Washington) previously reported a position in TQQQ as recently as Q2 2014.

Portfolio Strategies (Washington) first reported a position in TQQQ in Q4 2013 and has held it in 3 quarters since. The position peaked at $4.36M in Q2 2014. 48 funds tracked by Wall St. Rank hold TQQQ as of Q4 2017.

  • Portfolio Strategies (Washington) held 36,624 shares of ProShares UltraPro QQQ worth $212K as of Q4 2017.
  • ProShares UltraPro QQQ was a new Portfolio Strategies (Washington) position in Q4 2017.
  • ProShares UltraPro QQQ made up 0.42% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #16 holding.
  • Portfolio Strategies (Washington) first reported a position in ProShares UltraPro QQQ in Q4 2013 and has held it in 3 quarters since.
  • Portfolio Strategies (Washington)'s ProShares UltraPro QQQ position peaked at $4.36M in Q2 2014.
  • 48 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.