WFG Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-20,784
Closed -$37K 2241
2014
Q3
$37K Buy
+20,784
New +$36K 0.01% 1027
2014
Q1
Sell
-25,344
Closed -$33K 2224
2013
Q4
$33K Buy
+25,344
New +$27.9K ﹤0.01% 1143

Other funds holding TQQQ

WFG Advisors's TQQQ Position: Q4 2014 in Review

WFG Advisors sold out of ProShares UltraPro QQQ (TQQQ) in Q4 2014, closing a stake of 20,784 shares — an estimated $37K sold.

WFG Advisors first reported a position in TQQQ in Q4 2013 and held it in 2 quarters. The position peaked at $37K in Q3 2014. 33 funds tracked by Wall St. Rank hold TQQQ as of Q4 2014.

  • WFG Advisors reported no remaining ProShares UltraPro QQQ position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 20,784 ProShares UltraPro QQQ shares in Q4 2014, an estimated $37K.
  • WFG Advisors first reported a position in ProShares UltraPro QQQ in Q4 2013 and held it in 2 quarters.
  • WFG Advisors's ProShares UltraPro QQQ position peaked at $37K in Q3 2014.
  • 33 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.