UFA
ROM icon

US Financial Advisors’s ProShares Ultra Technology ROM Stock Holding History

US Financial Advisors’s Portfolio ROM Stock Details ROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,200
Closed -$16K – 581
2015
Q4 		$16K Sell
3,200
-6,400
-67% -$31.8K 0.02% 268
2015
Q3 		$40K Hold
9,600
– – 0.07% 129
2015
Q2 		$46K Hold
9,600
– – 0.04% 110
2015
Q1 		$46K Hold
9,600
– – 0.04% 117
2014
Q4 		$46K Buy
+9,600
New +$43.6K 0.04% 115

Other funds holding ROM

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

US Financial Advisors's ROM Position: Q1 2016 in Review

US Financial Advisors sold out of ProShares Ultra Technology (ROM) in Q1 2016, closing a stake of 3,200 shares — an estimated $16K sold.

US Financial Advisors first reported a position in ROM in Q4 2014 and held it in 5 quarters. The position peaked at $46K in Q2 2015. 25 funds tracked by Wall St. Rank hold ROM as of Q1 2016.

  • US Financial Advisors reported no remaining ProShares Ultra Technology position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 3,200 ProShares Ultra Technology shares in Q1 2016, an estimated $16K.
  • US Financial Advisors first reported a position in ProShares Ultra Technology in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's ProShares Ultra Technology position peaked at $46K in Q2 2015.
  • 25 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.