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Shepherd Kaplan Krochuk’s ProShares Ultra QQQ QLD Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio QLD Stock Details QLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-448,000
Closed -$1.41M – 633
2013
Q4 		$1.39M Buy
+448,000
New +$1.25M 0.18% 102

Other funds holding QLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Shepherd Kaplan Krochuk's QLD Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of ProShares Ultra QQQ (QLD) in Q1 2014, closing a stake of 448,000 shares — an estimated $1.41M sold.

Shepherd Kaplan Krochuk first reported a position in QLD in Q4 2013 and held it in 1 quarter. The position peaked at $1.39M in Q4 2013. 46 funds tracked by Wall St. Rank hold QLD as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining ProShares Ultra QQQ position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 448,000 ProShares Ultra QQQ shares in Q1 2014, an estimated $1.41M.
  • Shepherd Kaplan Krochuk first reported a position in ProShares Ultra QQQ in Q4 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's ProShares Ultra QQQ position peaked at $1.39M in Q4 2013.
  • 46 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.