Whittier Trust
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Whittier Trust’s ProShares Ultra Financials UYG Stock Holding History

Whittier Trust’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-192
Closed -$4K – 1093
2013
Q4 		$4K Hold
192
– – ﹤0.01% 983
2013
Q3 		$3K Hold
192
– – ﹤0.01% 1005
2013
Q2 		$3K Buy
+192
New +$2.91K ﹤0.01% 1009

Other funds holding UYG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Exencial Wealth Advisors
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whittier Trust's UYG Position: Q1 2014 in Review

Whittier Trust sold out of ProShares Ultra Financials (UYG) in Q1 2014, closing a stake of 192 shares — an estimated $4K sold.

Whittier Trust first reported a position in UYG in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2013. 50 funds tracked by Wall St. Rank hold UYG as of Q1 2014.

  • Whittier Trust reported no remaining ProShares Ultra Financials position as of Q1 2014 after selling out during the quarter.
  • Whittier Trust sold 192 ProShares Ultra Financials shares in Q1 2014, an estimated $4K.
  • Whittier Trust first reported a position in ProShares Ultra Financials in Q2 2013 and held it in 3 quarters.
  • Whittier Trust's ProShares Ultra Financials position peaked at $4K in Q4 2013.
  • 50 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2014.

Based on Whittier Trust's 13F filing for Q1 2014, filed 1 May 2014.