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Sheaff Brock Investment Advisors’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio UBT Stock Details UBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,010
Closed -$201K – 568
2017
Q3 		$201K Sell
5,010
-5,306
-51% -$217K 0.03% 486
2017
Q2 		$416K Buy
10,316
+4,870
+89% +$192K 0.05% 308
2017
Q1 		$204K Buy
+5,446
New +$202K 0.03% 505

Other funds holding UBT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's UBT Position: Q4 2017 in Review

Sheaff Brock Investment Advisors sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q4 2017, closing a stake of 5,010 shares — an estimated $201K sold.

Sheaff Brock Investment Advisors first reported a position in UBT in Q1 2017 and held it in 3 quarters. The position peaked at $416K in Q2 2017. 9 funds tracked by Wall St. Rank hold UBT as of Q4 2017.

  • Sheaff Brock Investment Advisors reported no remaining ProShares Ultra 20+ Year Treasury position as of Q4 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,010 ProShares Ultra 20+ Year Treasury shares in Q4 2017, an estimated $201K.
  • Sheaff Brock Investment Advisors first reported a position in ProShares Ultra 20+ Year Treasury in Q1 2017 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's ProShares Ultra 20+ Year Treasury position peaked at $416K in Q2 2017.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q4 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.