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Advantage Investment Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Advantage Investment Management’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-170
Closed -$7K – 1081
2018
Q3 		$7K Buy
+170
New +$7.21K ﹤0.01% 802
2018
Q1 		– Sell
-202
Closed -$7K – 1070
2017
Q4 		$7K Buy
+202
New +$6.92K ﹤0.01% 768
2017
Q2 		– Sell
-232
Closed -$7K – 1119
2017
Q1 		$7K Sell
232
-260
-53% -$7.41K ﹤0.01% 761
2016
Q4 		$14K Sell
492
-48
-9% -$1.2K 0.01% 579
2016
Q3 		$13K Buy
540
+152
+39% +$3.45K ﹤0.01% 582
2016
Q2 		$8K Buy
388
+180
+87% +$3.52K ﹤0.01% 638
2016
Q1 		$4K Sell
208
-60
-22% -$996 ﹤0.01% 719
2015
Q4 		$5K Buy
+268
New +$5.56K ﹤0.01% 693
2015
Q3 		– Sell
-688
Closed -$17K – 896
2015
Q2 		$17K Sell
688
-40
-5% -$980 0.01% 507
2015
Q1 		$18K Sell
728
-524
-42% -$12K 0.01% 492
2014
Q4 		$28K Buy
+1,252
New +$25.9K 0.02% 375

Other funds holding UWM

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Advantage Investment Management's UWM Position: Q4 2018 in Review

Advantage Investment Management sold out of ProShares Ultra Russell2000 (UWM) in Q4 2018, closing a stake of 170 shares — an estimated $7K sold.

Advantage Investment Management first reported a position in UWM in Q4 2014 and held it in 11 quarters. The position peaked at $28K in Q4 2014. 35 funds tracked by Wall St. Rank hold UWM as of Q4 2018.

  • Advantage Investment Management reported no remaining ProShares Ultra Russell2000 position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 170 ProShares Ultra Russell2000 shares in Q4 2018, an estimated $7K.
  • Advantage Investment Management first reported a position in ProShares Ultra Russell2000 in Q4 2014 and held it in 11 quarters.
  • Advantage Investment Management's ProShares Ultra Russell2000 position peaked at $28K in Q4 2014.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.