Welch Group’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Welch Group’s Portfolio SPXU Stock Details SPXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-8	Closed	-$249K	–	131
2013 Q3	$249K	Buy	+8	New	+$273K	0.06%	77

Other funds holding SPXU

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Altus Capital Mayfield Heights, Ohio $22.6M AUM 34.75% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

Welch Group's SPXU Position: Q4 2013 in Review

Welch Group sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q4 2013, closing a stake of 8 shares — an estimated $249K sold.

Welch Group first reported a position in SPXU in Q3 2013 and held it in 1 quarter. The position peaked at $249K in Q3 2013. 20 funds tracked by Wall St. Rank hold SPXU as of Q4 2013.

Welch Group reported no remaining ProShares UltraPro Short S&P 500 position as of Q4 2013 after selling out during the quarter.
Welch Group sold 8 ProShares UltraPro Short S&P 500 shares in Q4 2013, an estimated $249K.
Welch Group first reported a position in ProShares UltraPro Short S&P 500 in Q3 2013 and held it in 1 quarter.
Welch Group's ProShares UltraPro Short S&P 500 position peaked at $249K in Q3 2013.
20 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2013.

Based on Welch Group's 13F filing for Q4 2013, filed 7 Feb 2014.