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U.S. Global Investors (USGI)’s ProShares Ultra Financials UYG Stock Holding History

U.S. Global Investors (USGI)’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
2017
Q4 		– Sell
-8,400
Closed -$316K – 171
2017
Q3 		$316K Hold
8,400
– – 0.09% 123
2017
Q2 		$291K Buy
+8,400
New +$274K 0.1% 118

Other funds holding UYG

KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
TNAM
Terra Nova Asset Management New York $135M AUM 37.09% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

U.S. Global Investors (USGI)'s UYG Position: Q4 2017 in Review

U.S. Global Investors (USGI) sold out of ProShares Ultra Financials (UYG) in Q4 2017, closing a stake of 8,400 shares — an estimated $316K sold.

U.S. Global Investors (USGI) first reported a position in UYG in Q2 2017 and held it in 2 quarters. The position peaked at $316K in Q3 2017. 61 funds tracked by Wall St. Rank hold UYG as of Q4 2017.

  • U.S. Global Investors (USGI) reported no remaining ProShares Ultra Financials position as of Q4 2017 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 8,400 ProShares Ultra Financials shares in Q4 2017, an estimated $316K.
  • U.S. Global Investors (USGI) first reported a position in ProShares Ultra Financials in Q2 2017 and held it in 2 quarters.
  • U.S. Global Investors (USGI)'s ProShares Ultra Financials position peaked at $316K in Q3 2017.
  • 61 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2017.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2017, filed 13 Feb 2018.