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Simply Money Advisors’s ProShares Ultra S&P500 SSO Stock Holding History

Simply Money Advisors’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
2013
Q4 		– Sell
-4,160
Closed -$22K – 136
2013
Q3 		$22K Buy
4,160
+960
+30% +$5.02K ﹤0.01% 40
2013
Q2 		$15K Buy
+3,200
New +$15.4K ﹤0.01% 126

Other funds holding SSO

GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return

Simply Money Advisors's SSO Position: Q4 2013 in Review

Simply Money Advisors sold out of ProShares Ultra S&P500 (SSO) in Q4 2013, closing a stake of 4,160 shares — an estimated $22K sold.

Simply Money Advisors first reported a position in SSO in Q2 2013 and held it in 2 quarters. The position peaked at $22K in Q3 2013. 92 funds tracked by Wall St. Rank hold SSO as of Q4 2013.

  • Simply Money Advisors reported no remaining ProShares Ultra S&P500 position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 4,160 ProShares Ultra S&P500 shares in Q4 2013, an estimated $22K.
  • Simply Money Advisors first reported a position in ProShares Ultra S&P500 in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's ProShares Ultra S&P500 position peaked at $22K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.