TCI Wealth Advisors’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

TCI Wealth Advisors’s Portfolio SPXU Stock Details SPXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1	Closed	-$5K	–	1431
2017 Q4	$5K	Hold	1	–	–	﹤0.01%	799
2017 Q3	$6K	Hold	1	–	–	﹤0.01%	707
2017 Q2	$6K	Hold	1	–	–	﹤0.01%	722
2017 Q1	$7K	Hold	1	–	–	﹤0.01%	660
2016 Q4	$8K	Hold	1	–	–	﹤0.01%	681
2016 Q3	$9K	Hold	1	–	–	﹤0.01%	609
2016 Q2	$10K	Hold	1	–	–	0.01%	580
2016 Q1	$12K	Buy	+1	New	+$14.1K	0.01%	545

Other funds holding SPXU

SCP Investment Orinda, California $108M AUM 19.38% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $535M AUM 19.4% 1-Year Est. Return

RHBC

R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TMC

Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return

PBT

Pictet Bank & Trust Nassau, Bahamas $93.3M AUM 21% 1-Year Est. Return

TCI Wealth Advisors's SPXU Position: Q1 2018 in Review

TCI Wealth Advisors sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q1 2018, closing a stake of 1 share — an estimated $5K sold.

TCI Wealth Advisors first reported a position in SPXU in Q1 2016 and held it in 8 quarters. The position peaked at $12K in Q1 2016. 27 funds tracked by Wall St. Rank hold SPXU as of Q1 2018.

TCI Wealth Advisors reported no remaining ProShares UltraPro Short S&P 500 position as of Q1 2018 after selling out during the quarter.
TCI Wealth Advisors sold 1 ProShares UltraPro Short S&P 500 share in Q1 2018, an estimated $5K.
TCI Wealth Advisors first reported a position in ProShares UltraPro Short S&P 500 in Q1 2016 and held it in 8 quarters.
TCI Wealth Advisors's ProShares UltraPro Short S&P 500 position peaked at $12K in Q1 2016.
27 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q1 2018.

Based on TCI Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.