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Avalon Capital Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Avalon Capital 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
2017
Q1 		– Sell
-37,464
Closed -$1.04M – 106
2016
Q4 		$1.04M Buy
+37,464
New +$938K 0.8% 41

Other funds holding UWM

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Avalon Capital Management's UWM Position: Q1 2017 in Review

Avalon Capital Management sold out of ProShares Ultra Russell2000 (UWM) in Q1 2017, closing a stake of 37,464 shares — an estimated $1.04M sold.

Avalon Capital Management first reported a position in UWM in Q4 2016 and held it in 1 quarter. The position peaked at $1.04M in Q4 2016. 45 funds tracked by Wall St. Rank hold UWM as of Q1 2017.

  • Avalon Capital Management reported no remaining ProShares Ultra Russell2000 position as of Q1 2017 after selling out during the quarter.
  • Avalon Capital Management sold 37,464 ProShares Ultra Russell2000 shares in Q1 2017, an estimated $1.04M.
  • Avalon Capital Management first reported a position in ProShares Ultra Russell2000 in Q4 2016 and held it in 1 quarter.
  • Avalon Capital Management's ProShares Ultra Russell2000 position peaked at $1.04M in Q4 2016.
  • 45 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2017.

Based on Avalon Capital Management's 13F filing for Q1 2017, filed 26 Apr 2017.