CA
UWM icon

Claro Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-1,440
Closed -$61K – 894
2018
Q4 		$61K Buy
+1,440
New +$47.4K 0.05% 310

Other funds holding UWM

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Claro Advisors's UWM Position: Q1 2019 in Review

Claro Advisors sold out of ProShares Ultra Russell2000 (UWM) in Q1 2019, closing a stake of 1,440 shares — an estimated $61K sold.

Claro Advisors first reported a position in UWM in Q4 2018 and held it in 1 quarter. The position peaked at $61K in Q4 2018. 42 funds tracked by Wall St. Rank hold UWM as of Q1 2019.

  • Claro Advisors reported no remaining ProShares Ultra Russell2000 position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 1,440 ProShares Ultra Russell2000 shares in Q1 2019, an estimated $61K.
  • Claro Advisors first reported a position in ProShares Ultra Russell2000 in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's ProShares Ultra Russell2000 position peaked at $61K in Q4 2018.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.