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US Financial Advisors’s ProShares Ultra Financials UYG Stock Holding History

US Financial Advisors’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
2016
Q1 		– Sell
-2,364
Closed -$56K – 607
2015
Q4 		$56K Buy
2,364
+1,764
+294% +$42.3K 0.05% 132
2015
Q3 		$13K Buy
+600
New +$14.5K 0.02% 242
2015
Q2 		– Sell
-1,764
Closed -$44.1K – 570
2015
Q1 		$43K Buy
1,764
+600
+52% +$14.4K 0.04% 124
2014
Q4 		$29K Buy
+1,164
New +$26.9K 0.03% 153

Other funds holding UYG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
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
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

US Financial Advisors sold out of ProShares Ultra Financials (UYG) in Q1 2016, closing a stake of 2,364 shares — an estimated $56K sold.

US Financial Advisors first reported a position in UYG in Q4 2014 and held it in 4 quarters. The position peaked at $56K in Q4 2015. 58 funds tracked by Wall St. Rank hold UYG as of Q1 2016.

  • US Financial Advisors reported no remaining ProShares Ultra Financials position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 2,364 ProShares Ultra Financials shares in Q1 2016, an estimated $56K.
  • US Financial Advisors first reported a position in ProShares Ultra Financials in Q4 2014 and held it in 4 quarters.
  • US Financial Advisors's ProShares Ultra Financials position peaked at $56K in Q4 2015.
  • 58 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2016.

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