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Wilbanks Smith & Thomas Asset Management’s ProShares Ultra Utilities UPW Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-49,260
Closed -$442K – 325
2014
Q4 		$442K Buy
+49,260
New +$402K 0.05% 187

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Wilbanks Smith & Thomas Asset Management's UPW Position: Q1 2015 in Review

Wilbanks Smith & Thomas Asset Management sold out of ProShares Ultra Utilities (UPW) in Q1 2015, closing a stake of 49,260 shares — an estimated $442K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in UPW in Q4 2014 and held it in 1 quarter. The position peaked at $442K in Q4 2014. 13 funds tracked by Wall St. Rank hold UPW as of Q1 2015.

  • Wilbanks Smith & Thomas Asset Management reported no remaining ProShares Ultra Utilities position as of Q1 2015 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 49,260 ProShares Ultra Utilities shares in Q1 2015, an estimated $442K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in ProShares Ultra Utilities in Q4 2014 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's ProShares Ultra Utilities position peaked at $442K in Q4 2014.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2015.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2015, filed 20 Apr 2015.