YorkBridge Wealth Partners’s ProShares Ultra Financials UYG Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-500	Closed	-$22K	–	619
2019 Q2	$22K	Hold	500	–	–	0.01%	462
2019 Q1	$20K	Hold	500	–	–	0.01%	469
2018 Q4	$16K	Buy	+500	New	+$19.1K	0.01%	509
2017 Q1	–	Sell	-45	Closed	-$1K	–	924
2016 Q4	$1K	Buy	+45	New	+$1.23K	﹤0.01%	855

Other funds holding UYG

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

YorkBridge Wealth Partners's UYG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of ProShares Ultra Financials (UYG) in Q3 2019, closing a stake of 500 shares — an estimated $22K sold.

YorkBridge Wealth Partners first reported a position in UYG in Q4 2016 and held it in 4 quarters. The position peaked at $22K in Q2 2019. 50 funds tracked by Wall St. Rank hold UYG as of Q3 2019.

YorkBridge Wealth Partners reported no remaining ProShares Ultra Financials position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 500 ProShares Ultra Financials shares in Q3 2019, an estimated $22K.
YorkBridge Wealth Partners first reported a position in ProShares Ultra Financials in Q4 2016 and held it in 4 quarters.
YorkBridge Wealth Partners's ProShares Ultra Financials position peaked at $22K in Q2 2019.
50 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.