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Wealthspire Advisors (Maryland)’s ProShares UltraShort Financials SKF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SKF Stock Details SKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-25
Closed -$18K – 1799
2016
Q2 		$18K Buy
+25
New +$18.1K ﹤0.01% 1035

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Simplex Trading
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TRCT
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Creative Planning
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LTFS
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SKF Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of ProShares UltraShort Financials (SKF) in Q3 2016, closing a stake of 25 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in SKF in Q2 2016 and held it in 1 quarter. The position peaked at $18K in Q2 2016. 12 funds tracked by Wall St. Rank hold SKF as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining ProShares UltraShort Financials position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 25 ProShares UltraShort Financials shares in Q3 2016, an estimated $18K.
  • Wealthspire Advisors (Maryland) first reported a position in ProShares UltraShort Financials in Q2 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s ProShares UltraShort Financials position peaked at $18K in Q2 2016.
  • 12 funds tracked by Wall St. Rank held ProShares UltraShort Financials as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.