Reilly Financial Advisors’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-2
Closed -$12K 954
2016
Q4
$12K Buy
+2
New +$17.9K ﹤0.01% 533
2014
Q1
Hold
0
-$5K 851
2013
Q4
Hold
0
684
2013
Q3
Hold
0
570
2013
Q2
Hold
0
559

Other funds holding SPXU

Reilly Financial Advisors's SPXU Position: Q1 2017 in Review

Reilly Financial Advisors sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q1 2017, closing a stake of 2 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in SPXU in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 35 funds tracked by Wall St. Rank hold SPXU as of Q1 2017.

  • Reilly Financial Advisors reported no remaining ProShares UltraPro Short S&P 500 position as of Q1 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 2 ProShares UltraPro Short S&P 500 shares in Q1 2017, an estimated $12K.
  • Reilly Financial Advisors first reported a position in ProShares UltraPro Short S&P 500 in Q4 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's ProShares UltraPro Short S&P 500 position peaked at $12K in Q4 2016.
  • 35 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q1 2017.

Based on Reilly Financial Advisors's 13F filing for Q1 2017, filed 18 Apr 2017.