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WealthPLAN Partners’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

WealthPLAN Partners’s Portfolio UCO Stock Details UCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$11.7K Hold
88
– – ﹤0.01% 573
2016
Q2 		$13.4K Buy
+88
New +$12.8K ﹤0.01% 1611
2015
Q2 		– Sell
-80
Closed -$34K – 509
2015
Q1 		$34K Buy
+80
New +$39.5K 0.02% 274

Other funds holding UCO

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Jane Street
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FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $2.27B AUM 45.89% 1-Year Est. Return