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Wilbanks Smith & Thomas Asset Management’s ProShares Ultra Gold UGL Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio UGL Stock Details UGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-24,900
Closed -$247K – 306
2016
Q1 		$247K Buy
+24,900
New +$230K 0.03% 244

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MHS
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CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APSP
Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania $216M AUM 17.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's UGL Position: Q2 2016 in Review

Wilbanks Smith & Thomas Asset Management sold out of ProShares Ultra Gold (UGL) in Q2 2016, closing a stake of 24,900 shares — an estimated $247K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in UGL in Q1 2016 and held it in 1 quarter. The position peaked at $247K in Q1 2016. 15 funds tracked by Wall St. Rank hold UGL as of Q2 2016.

  • Wilbanks Smith & Thomas Asset Management reported no remaining ProShares Ultra Gold position as of Q2 2016 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 24,900 ProShares Ultra Gold shares in Q2 2016, an estimated $247K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in ProShares Ultra Gold in Q1 2016 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's ProShares Ultra Gold position peaked at $247K in Q1 2016.
  • 15 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q2 2016.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2016, filed 11 Aug 2016.