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Reilly Financial Advisors’s ProShares Ultra Real Estate URE Stock Holding History

Reilly Financial Advisors’s Portfolio URE Stock Details URE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-600
Closed -$23K – 799
2013
Q2 		$23K Buy
+600
New +$25K 0.01% 334

Other funds holding URE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Exencial Wealth Advisors
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Reilly Financial Advisors's URE Position: Q3 2013 in Review

Reilly Financial Advisors sold out of ProShares Ultra Real Estate (URE) in Q3 2013, closing a stake of 600 shares — an estimated $23K sold.

Reilly Financial Advisors first reported a position in URE in Q2 2013 and held it in 1 quarter. The position peaked at $23K in Q2 2013. 23 funds tracked by Wall St. Rank hold URE as of Q3 2013.

  • Reilly Financial Advisors reported no remaining ProShares Ultra Real Estate position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 600 ProShares Ultra Real Estate shares in Q3 2013, an estimated $23K.
  • Reilly Financial Advisors first reported a position in ProShares Ultra Real Estate in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's ProShares Ultra Real Estate position peaked at $23K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.