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WFG Advisors’s ProShares Ultra Real Estate URE Stock Holding History

WFG Advisors’s Portfolio URE Stock Details URE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-42
Closed -$3K – 1731
2016
Q3 		$3K Hold
42
– – ﹤0.01% 1364
2016
Q2 		$3K Hold
42
– – ﹤0.01% 1345
2016
Q1 		$2K Hold
42
– – ﹤0.01% 1356
2015
Q4 		$2K Hold
42
– – ﹤0.01% 1391
2015
Q3 		$2K Hold
42
– – ﹤0.01% 1437
2015
Q2 		$2K Hold
42
– – ﹤0.01% 1503
2015
Q1 		$2K Hold
42
– – ﹤0.01% 1572
2014
Q4 		$2K Hold
42
– – ﹤0.01% 1881
2014
Q3 		$2K Buy
42
+2
+5% +$92 ﹤0.01% 1902
2014
Q2 		$2K Hold
40
– – ﹤0.01% 1843
2014
Q1 		$2K Hold
40
– – ﹤0.01% 1826
2013
Q4 		$1K Hold
40
– – ﹤0.01% 2130
2013
Q3 		$1K Hold
40
– – ﹤0.01% 2079
2013
Q2 		$2K Buy
+40
New +$1.67K ﹤0.01% 1870

Other funds holding URE

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 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

WFG Advisors's URE Position: Q4 2016 in Review

WFG Advisors sold out of ProShares Ultra Real Estate (URE) in Q4 2016, closing a stake of 42 shares — an estimated $3K sold.

WFG Advisors first reported a position in URE in Q2 2013 and held it in 14 quarters. The position peaked at $3K in Q3 2016. 24 funds tracked by Wall St. Rank hold URE as of Q4 2016.

  • WFG Advisors reported no remaining ProShares Ultra Real Estate position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 42 ProShares Ultra Real Estate shares in Q4 2016, an estimated $3K.
  • WFG Advisors first reported a position in ProShares Ultra Real Estate in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's ProShares Ultra Real Estate position peaked at $3K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.