AP
ULQ

Atwood & Palmer’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Atwood & Palmer’s Portfolio ULQ Stock Details ULQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-198,525
Closed -$9.97M – 332
2018
Q1 		$9.97M Buy
198,525
+26,100
+15% +$1.31M 1.42% 25
2017
Q4 		$8.64M Buy
172,425
+16,320
+10% +$818K 1.21% 29
2017
Q3 		$7.86M Buy
156,105
+80,175
+106% +$4.04M 1.14% 28
2017
Q2 		$3.82M Buy
75,930
+9,175
+14% +$461K 0.6% 40
2017
Q1 		$3.35M Buy
66,755
+46,755
+234% +$2.35M 0.54% 40
2016
Q4 		$1M Buy
+20,000
New +$1M 0.18% 59

Other funds holding ULQ

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

Atwood & Palmer's ULQ Position: Q2 2018 in Review

Atwood & Palmer sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q2 2018, closing a stake of 198,525 shares — an estimated $9.97M sold.

Atwood & Palmer first reported a position in ULQ in Q4 2016 and held it in 6 quarters. The position peaked at $9.97M in Q1 2018. 4 funds tracked by Wall St. Rank hold ULQ as of Q2 2018.

  • Atwood & Palmer reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q2 2018 after selling out during the quarter.
  • Atwood & Palmer sold 198,525 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q2 2018, an estimated $9.97M.
  • Atwood & Palmer first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q4 2016 and held it in 6 quarters.
  • Atwood & Palmer's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $9.97M in Q1 2018.
  • 4 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q2 2018.

Based on Atwood & Palmer's 13F filing for Q2 2018, filed 19 Jul 2018.