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Virtue Capital Management’s ProShares Ultra Utilities UPW Stock Holding History

Virtue Capital Management’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-21,652
Closed -$255K – 125
2018
Q4 		$255K Buy
+21,652
New +$272K 0.12% 68

Other funds holding UPW

Envestnet Asset Management
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LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Virtue Capital Management's UPW Position: Q1 2019 in Review

Virtue Capital Management sold out of ProShares Ultra Utilities (UPW) in Q1 2019, closing a stake of 21,652 shares — an estimated $255K sold.

Virtue Capital Management first reported a position in UPW in Q4 2018 and held it in 1 quarter. The position peaked at $255K in Q4 2018. 8 funds tracked by Wall St. Rank hold UPW as of Q1 2019.

  • Virtue Capital Management reported no remaining ProShares Ultra Utilities position as of Q1 2019 after selling out during the quarter.
  • Virtue Capital Management sold 21,652 ProShares Ultra Utilities shares in Q1 2019, an estimated $255K.
  • Virtue Capital Management first reported a position in ProShares Ultra Utilities in Q4 2018 and held it in 1 quarter.
  • Virtue Capital Management's ProShares Ultra Utilities position peaked at $255K in Q4 2018.
  • 8 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2019.

Based on Virtue Capital Management's 13F filing for Q1 2019, filed 13 May 2019.