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Regal Investment Advisors’s ProShares Ultra Financials UYG Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-210
Closed -$4K – 848
2015
Q3 		$4K Hold
210
– – ﹤0.01% 849
2015
Q2 		$5K Hold
210
– – ﹤0.01% 755
2015
Q1 		$5K Hold
210
– – ﹤0.01% 822
2014
Q4 		$5K Hold
210
– – ﹤0.01% 758
2014
Q3 		$5K Hold
210
– – ﹤0.01% 803
2014
Q2 		$4K Hold
210
– – ﹤0.01% 793
2014
Q1 		$4K Hold
210
– – ﹤0.01% 774
2013
Q4 		$4K Hold
210
– – ﹤0.01% 709
2013
Q3 		$3K Hold
210
– – ﹤0.01% 771
2013
Q2 		$3K Buy
+210
New +$3.19K ﹤0.01% 764

Other funds holding UYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TNAM
Terra Nova Asset Management New York $135M AUM 37.09% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

Regal Investment Advisors's UYG Position: Q4 2015 in Review

Regal Investment Advisors sold out of ProShares Ultra Financials (UYG) in Q4 2015, closing a stake of 210 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in UYG in Q2 2013 and held it in 10 quarters. The position peaked at $5K in Q2 2015. 58 funds tracked by Wall St. Rank hold UYG as of Q4 2015.

  • Regal Investment Advisors reported no remaining ProShares Ultra Financials position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 210 ProShares Ultra Financials shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in ProShares Ultra Financials in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's ProShares Ultra Financials position peaked at $5K in Q2 2015.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.