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WFG Advisors’s ProShares Ultra Health Care RXL Stock Holding History

WFG Advisors’s Portfolio RXL Stock Details RXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,304
Closed -$13K – 2187
2013
Q4 		$13K Sell
1,304
-1,312
-50% -$12.4K ﹤0.01% 1502
2013
Q3 		$22K Buy
+2,616
New +$22.1K ﹤0.01% 1243

Other funds holding RXL

AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's RXL Position: Q1 2014 in Review

WFG Advisors sold out of ProShares Ultra Health Care (RXL) in Q1 2014, closing a stake of 1,304 shares — an estimated $13K sold.

WFG Advisors first reported a position in RXL in Q3 2013 and held it in 2 quarters. The position peaked at $22K in Q3 2013. 21 funds tracked by Wall St. Rank hold RXL as of Q1 2014.

  • WFG Advisors reported no remaining ProShares Ultra Health Care position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 1,304 ProShares Ultra Health Care shares in Q1 2014, an estimated $13K.
  • WFG Advisors first reported a position in ProShares Ultra Health Care in Q3 2013 and held it in 2 quarters.
  • WFG Advisors's ProShares Ultra Health Care position peaked at $22K in Q3 2013.
  • 21 funds tracked by Wall St. Rank held ProShares Ultra Health Care as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.