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WFG Advisors’s ProShares UltraShort Real Estate SRS Stock Holding History

WFG Advisors’s Portfolio SRS Stock Details SRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-140
Closed -$70K – 2166
2014
Q2 		$70K Buy
+140
New +$74.4K 0.01% 785

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ECM
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SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RCM
Regiment Capital Management Boston, Massachusetts $51.5M AUM 38.47% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's SRS Position: Q3 2014 in Review

WFG Advisors sold out of ProShares UltraShort Real Estate (SRS) in Q3 2014, closing a stake of 140 shares — an estimated $70K sold.

WFG Advisors first reported a position in SRS in Q2 2014 and held it in 1 quarter. The position peaked at $70K in Q2 2014. 19 funds tracked by Wall St. Rank hold SRS as of Q3 2014.

  • WFG Advisors reported no remaining ProShares UltraShort Real Estate position as of Q3 2014 after selling out during the quarter.
  • WFG Advisors sold 140 ProShares UltraShort Real Estate shares in Q3 2014, an estimated $70K.
  • WFG Advisors first reported a position in ProShares UltraShort Real Estate in Q2 2014 and held it in 1 quarter.
  • WFG Advisors's ProShares UltraShort Real Estate position peaked at $70K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held ProShares UltraShort Real Estate as of Q3 2014.

Based on WFG Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.