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WFG Advisors’s ProShares UltraShort Yen YCS Stock Holding History

WFG Advisors’s Portfolio YCS Stock Details YCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,000
Closed -$17K – 2084
2014
Q1 		$17K Sell
1,000
-6,800
-87% -$114K ﹤0.01% 1313
2013
Q4 		$138K Buy
7,800
+4,600
+144% +$74.4K 0.02% 626
2013
Q3 		$50K Sell
3,200
-4,000
-56% -$63.2K 0.01% 930
2013
Q2 		$115K Buy
+7,200
New +$116K 0.02% 617

Other funds holding YCS

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
RBLCM
Roaring Blue Lion Capital Management Dallas, Texas $73.5M AUM 24.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

WFG Advisors's YCS Position: Q2 2014 in Review

WFG Advisors sold out of ProShares UltraShort Yen (YCS) in Q2 2014, closing a stake of 1,000 shares — an estimated $17K sold.

WFG Advisors first reported a position in YCS in Q2 2013 and held it in 4 quarters. The position peaked at $138K in Q4 2013. 36 funds tracked by Wall St. Rank hold YCS as of Q2 2014.

  • WFG Advisors reported no remaining ProShares UltraShort Yen position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 1,000 ProShares UltraShort Yen shares in Q2 2014, an estimated $17K.
  • WFG Advisors first reported a position in ProShares UltraShort Yen in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's ProShares UltraShort Yen position peaked at $138K in Q4 2013.
  • 36 funds tracked by Wall St. Rank held ProShares UltraShort Yen as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.