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Tradewinds Capital Management’s ProShares Ultra Utilities UPW Stock Holding History

Tradewinds Capital Management’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-160
Closed -$3K – 745
2019
Q4 		$3K Hold
160
– – ﹤0.01% 574
2019
Q3 		$3K Buy
+160
New +$2.55K ﹤0.01% 503

Other funds holding UPW

Susquehanna International Group
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Tradewinds Capital Management's UPW Position: Q1 2020 in Review

Tradewinds Capital Management sold out of ProShares Ultra Utilities (UPW) in Q1 2020, closing a stake of 160 shares — an estimated $3K sold.

Tradewinds Capital Management first reported a position in UPW in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 9 funds tracked by Wall St. Rank hold UPW as of Q1 2020.

  • Tradewinds Capital Management reported no remaining ProShares Ultra Utilities position as of Q1 2020 after selling out during the quarter.
  • Tradewinds Capital Management sold 160 ProShares Ultra Utilities shares in Q1 2020, an estimated $3K.
  • Tradewinds Capital Management first reported a position in ProShares Ultra Utilities in Q3 2019 and held it in 2 quarters.
  • Tradewinds Capital Management's ProShares Ultra Utilities position peaked at $3K in Q4 2019.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2020.

Based on Tradewinds Capital Management's 13F filing for Q1 2020, filed 11 May 2020.