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Shepherd Kaplan Krochuk’s ProShares Ultra S&P500 SSO Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-96,000
Closed -$606K – 636
2013
Q4 		$615K Buy
+96,000
New +$562K 0.08% 182

Other funds holding SSO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Shepherd Kaplan Krochuk sold out of ProShares Ultra S&P500 (SSO) in Q1 2014, closing a stake of 96,000 shares — an estimated $606K sold.

Shepherd Kaplan Krochuk first reported a position in SSO in Q4 2013 and held it in 1 quarter. The position peaked at $615K in Q4 2013. 93 funds tracked by Wall St. Rank hold SSO as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining ProShares Ultra S&P500 position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 96,000 ProShares Ultra S&P500 shares in Q1 2014, an estimated $606K.
  • Shepherd Kaplan Krochuk first reported a position in ProShares Ultra S&P500 in Q4 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's ProShares Ultra S&P500 position peaked at $615K in Q4 2013.
  • 93 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2014.

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