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Summit Securities Group’s ProShares Ultra Health Care RXL Stock Holding History

Summit Securities Group’s Portfolio RXL Stock Details RXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,824
Closed -$16K – 583
2013
Q3 		$16K Buy
+1,824
New +$15.4K 0.01% 242

Other funds holding RXL

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AI
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Summit Securities Group's RXL Position: Q4 2013 in Review

Summit Securities Group sold out of ProShares Ultra Health Care (RXL) in Q4 2013, closing a stake of 1,824 shares — an estimated $16K sold.

Summit Securities Group first reported a position in RXL in Q3 2013 and held it in 1 quarter. The position peaked at $16K in Q3 2013. 20 funds tracked by Wall St. Rank hold RXL as of Q4 2013.

  • Summit Securities Group reported no remaining ProShares Ultra Health Care position as of Q4 2013 after selling out during the quarter.
  • Summit Securities Group sold 1,824 ProShares Ultra Health Care shares in Q4 2013, an estimated $16K.
  • Summit Securities Group first reported a position in ProShares Ultra Health Care in Q3 2013 and held it in 1 quarter.
  • Summit Securities Group's ProShares Ultra Health Care position peaked at $16K in Q3 2013.
  • 20 funds tracked by Wall St. Rank held ProShares Ultra Health Care as of Q4 2013.

Based on Summit Securities Group's 13F filing for Q4 2013, filed 13 Feb 2014.