WFG Advisors’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

WFG Advisors’s Portfolio UST Stock Details UST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-25	Closed	-$1K	–	2323
2013 Q3	$1K	Buy	+25	New	+$1.27K	﹤0.01%	2080

Other funds holding UST

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WFG Advisors's UST Position: Q4 2013 in Review

WFG Advisors sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q4 2013, closing a stake of 25 shares — an estimated $1K sold.

WFG Advisors first reported a position in UST in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 12 funds tracked by Wall St. Rank hold UST as of Q4 2013.

WFG Advisors reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q4 2013 after selling out during the quarter.
WFG Advisors sold 25 ProShares Ultra 7-10 Year Treasury shares in Q4 2013, an estimated $1K.
WFG Advisors first reported a position in ProShares Ultra 7-10 Year Treasury in Q3 2013 and held it in 1 quarter.
WFG Advisors's ProShares Ultra 7-10 Year Treasury position peaked at $1K in Q3 2013.
12 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.