Bruderman Asset Management’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Bruderman Asset Management’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
2017 Q1	–	Sell	-200	Closed	-$10K	–	369
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	314
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	330
2016 Q2	$10K	Hold	200	–	–	﹤0.01%	309
2016 Q1	$10K	Hold	200	–	–	﹤0.01%	324
2015 Q4	$10K	Hold	200	–	–	﹤0.01%	340
2015 Q3	$10K	Sell	200 -800	-80%	-$40K	﹤0.01%	342
2015 Q2	$50K	Hold	1,000	–	–	0.02%	221
2015 Q1	$50K	Buy	+1,000	New	+$50K	0.02%	213

Other funds holding ULQ

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

LTFS

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Bruderman Asset Management's ULQ Position: Q1 2017 in Review

Bruderman Asset Management sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q1 2017, closing a stake of 200 shares — an estimated $10K sold.

Bruderman Asset Management first reported a position in ULQ in Q1 2015 and held it in 8 quarters. The position peaked at $50K in Q2 2015. 87 funds tracked by Wall St. Rank hold ULQ as of Q1 2017.

Bruderman Asset Management reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q1 2017 after selling out during the quarter.
Bruderman Asset Management sold 200 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q1 2017, an estimated $10K.
Bruderman Asset Management first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q1 2015 and held it in 8 quarters.
Bruderman Asset Management's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $50K in Q2 2015.
87 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q1 2017.

Based on Bruderman Asset Management's 13F filing for Q1 2017, filed 9 May 2017.