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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KCM

Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

WealthPLAN Partners's UCO Position: Q3 2016 in Review

WealthPLAN Partners held its ProShares Ultra Bloomberg Crude Oil (UCO) position steady in Q3 2016 at 88 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

WealthPLAN Partners first reported a position in UCO in Q1 2015 and has held it in 3 quarters since. The position peaked at $34K in Q1 2015. 40 funds tracked by Wall St. Rank hold UCO as of Q3 2016.

WealthPLAN Partners held 88 shares of ProShares Ultra Bloomberg Crude Oil worth $11.7K as of Q3 2016.
WealthPLAN Partners left its ProShares Ultra Bloomberg Crude Oil share count unchanged in Q3 2016.
ProShares Ultra Bloomberg Crude Oil made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #573 holding.
WealthPLAN Partners first reported a position in ProShares Ultra Bloomberg Crude Oil in Q1 2015 and has held it in 3 quarters since.
WealthPLAN Partners's ProShares Ultra Bloomberg Crude Oil position peaked at $34K in Q1 2015.
40 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.