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WFG Advisors’s ProShares Ultra Materials UYM Stock Holding History

WFG Advisors’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-964
Closed -$11K – 1734
2016
Q3 		$11K Sell
964
-340
-26% -$3.79K ﹤0.01% 1101
2016
Q2 		$13K Buy
1,304
+4
+0.3% +$41 ﹤0.01% 1024
2016
Q1 		$12K Hold
1,300
– – ﹤0.01% 1015
2015
Q4 		$12K Sell
1,300
-420
-24% -$3.94K ﹤0.01% 1040
2015
Q3 		$13K Hold
1,720
– – ﹤0.01% 1031
2015
Q2 		$20K Hold
1,720
– – 0.01% 982
2015
Q1 		$21K Hold
1,720
– – 0.01% 977
2014
Q4 		$21K Buy
1,720
+4
+0.2% +$50 ﹤0.01% 1214
2014
Q3 		$23K Buy
1,716
+4
+0.2% +$56 ﹤0.01% 1229
2014
Q2 		$24K Sell
1,712
-100
-6% -$1.32K ﹤0.01% 1205
2014
Q1 		$23K Sell
1,812
-140
-7% -$1.68K ﹤0.01% 1204
2013
Q4 		$24K Buy
1,952
+48
+3% +$545 ﹤0.01% 1282
2013
Q3 		$20K Sell
1,904
-192
-9% -$1.89K ﹤0.01% 1290
2013
Q2 		$18K Buy
+2,096
New +$19.5K ﹤0.01% 1257

Other funds holding UYM

BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's UYM Position: Q4 2016 in Review

WFG Advisors sold out of ProShares Ultra Materials (UYM) in Q4 2016, closing a stake of 964 shares — an estimated $11K sold.

WFG Advisors first reported a position in UYM in Q2 2013 and held it in 14 quarters. The position peaked at $24K in Q2 2014. 13 funds tracked by Wall St. Rank hold UYM as of Q4 2016.

  • WFG Advisors reported no remaining ProShares Ultra Materials position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 964 ProShares Ultra Materials shares in Q4 2016, an estimated $11K.
  • WFG Advisors first reported a position in ProShares Ultra Materials in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's ProShares Ultra Materials position peaked at $24K in Q2 2014.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q4 2016.

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