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WFG Advisors’s ProShares Ultra NASDAQ Biotechnology BIB Stock Holding History

WFG Advisors’s Portfolio BIB Stock Details BIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$62K Buy
1,170
+235
+25% +$11.5K 0.01% 647
2017
Q1 		$45K Sell
935
-540
-37% -$25.1K 0.01% 684
2016
Q4 		$59K Hold
1,475
– – 0.01% 678
2016
Q3 		$71K Buy
+1,475
New +$70.1K 0.02% 617

Other funds holding BIB

OPPM
Opus Point Partners Management New York $55.3M AUM 7.48% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $381M AUM 69.8% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BA
BKS Advisors Southfield, Michigan $249M AUM 14.37% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

WFG Advisors's BIB Position: Q2 2017 in Review

WFG Advisors increased its ProShares Ultra NASDAQ Biotechnology (BIB) stake by 25% in Q2 2017, buying an estimated $11.5K and bringing the position to 1,170 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #647.

WFG Advisors first reported a position in BIB in Q3 2016 and has held it in 4 quarters since. The position peaked at $71K in Q3 2016. 32 funds tracked by Wall St. Rank hold BIB as of Q2 2017.

  • WFG Advisors held 1,170 shares of ProShares Ultra NASDAQ Biotechnology worth $62K as of Q2 2017.
  • WFG Advisors bought 235 ProShares Ultra NASDAQ Biotechnology shares in Q2 2017, an estimated $11.5K.
  • ProShares Ultra NASDAQ Biotechnology made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #647 holding.
  • WFG Advisors first reported a position in ProShares Ultra NASDAQ Biotechnology in Q3 2016 and has held it in 4 quarters since.
  • WFG Advisors's ProShares Ultra NASDAQ Biotechnology position peaked at $71K in Q3 2016.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra NASDAQ Biotechnology as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.