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Washington Trust’s ProShares Ultra Financials UYG Stock Holding History

Washington Trust’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
2015
Q1 		– Sell
-9,840
Closed -$245K – 219
2014
Q4 		$245K Buy
+9,840
New +$227K 0.02% 185

Other funds holding UYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Washington Trust's UYG Position: Q1 2015 in Review

Washington Trust sold out of ProShares Ultra Financials (UYG) in Q1 2015, closing a stake of 9,840 shares — an estimated $245K sold.

Washington Trust first reported a position in UYG in Q4 2014 and held it in 1 quarter. The position peaked at $245K in Q4 2014. 52 funds tracked by Wall St. Rank hold UYG as of Q1 2015.

  • Washington Trust reported no remaining ProShares Ultra Financials position as of Q1 2015 after selling out during the quarter.
  • Washington Trust sold 9,840 ProShares Ultra Financials shares in Q1 2015, an estimated $245K.
  • Washington Trust first reported a position in ProShares Ultra Financials in Q4 2014 and held it in 1 quarter.
  • Washington Trust's ProShares Ultra Financials position peaked at $245K in Q4 2014.
  • 52 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2015.

Based on Washington Trust's 13F filing for Q1 2015, filed 5 May 2015.