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Valeo Financial Advisors’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Valeo Financial Advisors’s Portfolio UBT Stock Details UBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,950
Closed -$199K – 1432
2017
Q3 		$199K Buy
+4,950
New +$202K 0.05% 199

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DS
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Royal Bank of Canada
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FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
UBS Group
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Citigroup
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Morgan Stanley
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Valeo Financial Advisors's UBT Position: Q4 2017 in Review

Valeo Financial Advisors sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q4 2017, closing a stake of 4,950 shares — an estimated $199K sold.

Valeo Financial Advisors first reported a position in UBT in Q3 2017 and held it in 1 quarter. The position peaked at $199K in Q3 2017. 9 funds tracked by Wall St. Rank hold UBT as of Q4 2017.

  • Valeo Financial Advisors reported no remaining ProShares Ultra 20+ Year Treasury position as of Q4 2017 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,950 ProShares Ultra 20+ Year Treasury shares in Q4 2017, an estimated $199K.
  • Valeo Financial Advisors first reported a position in ProShares Ultra 20+ Year Treasury in Q3 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's ProShares Ultra 20+ Year Treasury position peaked at $199K in Q3 2017.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q4 2017.

Based on Valeo Financial Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.