Private Wealth Advisors (Pennsylvania)’s ProShares Ultra Financials UYG Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2019 Q3	–	Sell	-5,467	Closed	-$246K	–	144
2019 Q2	$246K	Hold	5,467	–	–	0.09%	130
2019 Q1	$219K	Buy	+5,467	New	+$212K	0.08%	128
2018 Q4	–	Sell	-5,468	Closed	-$237K	–	134
2018 Q3	$237K	Hold	5,468	–	–	0.09%	125
2018 Q2	$221K	Sell	5,468 -1	-0%	-$42	0.09%	121
2018 Q1	$224K	Hold	5,469	–	–	0.09%	122
2017 Q4	$233K	Hold	5,469	–	–	0.09%	122
2017 Q3	$206K	Buy	+5,469	New	+$194K	0.08%	123
2013 Q3	–	Sell	-95,340	Closed	-$1.48M	–	117
2013 Q2	$1.48M	Buy	+95,340	New	+$1.45M	0.92%	40

Other funds holding UYG

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s UYG Position: Q3 2019 in Review

Private Wealth Advisors (Pennsylvania) sold out of ProShares Ultra Financials (UYG) in Q3 2019, closing a stake of 5,467 shares — an estimated $246K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in UYG in Q2 2013 and held it in 8 quarters. The position peaked at $1.48M in Q2 2013. 50 funds tracked by Wall St. Rank hold UYG as of Q3 2019.

Private Wealth Advisors (Pennsylvania) reported no remaining ProShares Ultra Financials position as of Q3 2019 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 5,467 ProShares Ultra Financials shares in Q3 2019, an estimated $246K.
Private Wealth Advisors (Pennsylvania) first reported a position in ProShares Ultra Financials in Q2 2013 and held it in 8 quarters.
Private Wealth Advisors (Pennsylvania)'s ProShares Ultra Financials position peaked at $1.48M in Q2 2013.
50 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2019.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2019, filed 12 Nov 2019.