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UBS’s ProShares Ultra Financials UYG Stock Holding History

UBS’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
2014
Q1 		– Sell
-5,400
Closed -$106K – 10839
2013
Q4 		$106K Buy
5,400
+3,000
+125% +$54.1K ﹤0.01% 6006
2013
Q3 		$39K Sell
2,400
-12,000
-83% -$200K ﹤0.01% 7182
2013
Q2 		$224K Buy
+14,400
New +$219K ﹤0.01% 4980

Other funds holding UYG

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS's UYG Position: Q3 2014 in Review

UBS increased its ProShares Ultra Financials (UYG) stake by 39% in Q3 2014, buying an estimated $28.3K and bringing the position to 4,692 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #5984.

UBS first reported a position in UYG in Q2 2013 and has held it in 5 quarters since. The position peaked at $324K in Q2 2013. 51 funds tracked by Wall St. Rank hold UYG as of Q3 2014.

  • UBS held 4,692 shares of ProShares Ultra Financials worth $101K as of Q3 2014.
  • UBS bought 1,320 ProShares Ultra Financials shares in Q3 2014, an estimated $28.3K.
  • ProShares Ultra Financials made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5984 holding.
  • UBS first reported a position in ProShares Ultra Financials in Q2 2013 and has held it in 5 quarters since.
  • UBS's ProShares Ultra Financials position peaked at $324K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.