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RPG Investment Advisory’s ProShares Ultra Utilities UPW Stock Holding History

RPG Investment Advisory’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-836
Closed -$9K – 434
2017
Q2 		$9K Buy
+836
New +$9.57K ﹤0.01% 218

Other funds holding UPW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

RPG Investment Advisory's UPW Position: Q3 2017 in Review

RPG Investment Advisory sold out of ProShares Ultra Utilities (UPW) in Q3 2017, closing a stake of 836 shares — an estimated $9K sold.

RPG Investment Advisory first reported a position in UPW in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 11 funds tracked by Wall St. Rank hold UPW as of Q3 2017.

  • RPG Investment Advisory reported no remaining ProShares Ultra Utilities position as of Q3 2017 after selling out during the quarter.
  • RPG Investment Advisory sold 836 ProShares Ultra Utilities shares in Q3 2017, an estimated $9K.
  • RPG Investment Advisory first reported a position in ProShares Ultra Utilities in Q2 2017 and held it in 1 quarter.
  • RPG Investment Advisory's ProShares Ultra Utilities position peaked at $9K in Q2 2017.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q3 2017.

Based on RPG Investment Advisory's 13F filing for Q3 2017, filed 5 Feb 2019.