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Sowell Financial Services’s ProShares Ultra Gold UGL Stock Holding History

Sowell Financial Services’s Portfolio UGL Stock Details UGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-342,932
Closed -$3.21M – 591
2018
Q4 		$3.21M Buy
+342,932
New +$2.96M 0.45% 47

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Jane Street
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FTUS
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Sowell Financial Services's UGL Position: Q1 2019 in Review

Sowell Financial Services sold out of ProShares Ultra Gold (UGL) in Q1 2019, closing a stake of 342,932 shares — an estimated $3.21M sold.

Sowell Financial Services first reported a position in UGL in Q4 2018 and held it in 1 quarter. The position peaked at $3.21M in Q4 2018. 14 funds tracked by Wall St. Rank hold UGL as of Q1 2019.

  • Sowell Financial Services reported no remaining ProShares Ultra Gold position as of Q1 2019 after selling out during the quarter.
  • Sowell Financial Services sold 342,932 ProShares Ultra Gold shares in Q1 2019, an estimated $3.21M.
  • Sowell Financial Services first reported a position in ProShares Ultra Gold in Q4 2018 and held it in 1 quarter.
  • Sowell Financial Services's ProShares Ultra Gold position peaked at $3.21M in Q4 2018.
  • 14 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2019.

Based on Sowell Financial Services's 13F filing for Q1 2019, filed 15 May 2019.