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WFG Advisors’s ProShares UltraPro Short Dow 30 SDOW Stock Holding History

WFG Advisors’s Portfolio SDOW Stock Details SDOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1
Closed -$5K – 2040
2014
Q4 		$5K Hold
1
– – ﹤0.01% 1646
2014
Q3 		$6K Hold
1
– – ﹤0.01% 1625
2014
Q2 		$7K Buy
+1
New +$7.13K ﹤0.01% 1583

Other funds holding SDOW

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WFG Advisors's SDOW Position: Q1 2015 in Review

WFG Advisors sold out of ProShares UltraPro Short Dow 30 (SDOW) in Q1 2015, closing a stake of 1 share — an estimated $5K sold.

WFG Advisors first reported a position in SDOW in Q2 2014 and held it in 3 quarters. The position peaked at $7K in Q2 2014. 10 funds tracked by Wall St. Rank hold SDOW as of Q1 2015.

  • WFG Advisors reported no remaining ProShares UltraPro Short Dow 30 position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 1 ProShares UltraPro Short Dow 30 share in Q1 2015, an estimated $5K.
  • WFG Advisors first reported a position in ProShares UltraPro Short Dow 30 in Q2 2014 and held it in 3 quarters.
  • WFG Advisors's ProShares UltraPro Short Dow 30 position peaked at $7K in Q2 2014.
  • 10 funds tracked by Wall St. Rank held ProShares UltraPro Short Dow 30 as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.