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Thompson Davis & Co’s ProShares Ultra Financials UYG Stock Holding History

Thompson Davis & Co’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$26K Hold
600
– – 0.06% 292
2018
Q2 		$24K Hold
600
– – 0.06% 289
2018
Q1 		$25K Hold
600
– – 0.07% 267
2017
Q4 		$26K Hold
600
– – 0.06% 279
2017
Q3 		$23K Hold
600
– – 0.04% 440
2017
Q2 		$21K Hold
600
– – 0.03% 451
2017
Q1 		$19K Hold
600
– – 0.03% 519
2016
Q4 		$18K Hold
600
– – 0.03% 537
2016
Q3 		$15K Hold
600
– – 0.03% 565
2016
Q2 		$13K Hold
600
– – 0.02% 582
2016
Q1 		$13K Hold
600
– – 0.02% 592
2015
Q4 		$14K Hold
600
– – 0.02% 579
2015
Q3 		$13K Hold
600
– – 0.02% 596
2015
Q2 		$15K Hold
600
– – 0.02% 633
2015
Q1 		$15K Hold
600
– – 0.02% 637
2014
Q4 		$15K Hold
600
– – 0.02% 620
2014
Q3 		$13K Hold
600
– – 0.02% 613
2014
Q2 		$13K Hold
600
– – 0.02% 455
2014
Q1 		$12K Hold
600
– – 0.02% 465
2013
Q4 		$12K Buy
+600
New +$10.8K 0.02% 430

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
TNAM
Terra Nova Asset Management New York $135M AUM 37.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return