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Stratos Wealth Partners’s ProShares Ultra Real Estate URE Stock Holding History

Stratos Wealth Partners’s Portfolio URE Stock Details URE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$13K – 2416
2018
Q3 		$13K Buy
+200
New +$13.4K ﹤0.01% 2069
2018
Q2 		– Sell
-200
Closed -$11K – 2498
2018
Q1 		$11K Hold
200
– – ﹤0.01% 2287
2017
Q4 		$13K Buy
+200
New +$13.1K ﹤0.01% 2058

Other funds holding URE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's URE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of ProShares Ultra Real Estate (URE) in Q4 2018, closing a stake of 200 shares — an estimated $13K sold.

Stratos Wealth Partners first reported a position in URE in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 24 funds tracked by Wall St. Rank hold URE as of Q4 2018.

  • Stratos Wealth Partners reported no remaining ProShares Ultra Real Estate position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 200 ProShares Ultra Real Estate shares in Q4 2018, an estimated $13K.
  • Stratos Wealth Partners first reported a position in ProShares Ultra Real Estate in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's ProShares Ultra Real Estate position peaked at $13K in Q3 2018.
  • 24 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.