CWM
ULQ

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

Concert Wealth 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
2016
Q4 		– Sell
-657
Closed -$33K – 1029
2016
Q3 		$33K Buy
+657
New +$33K ﹤0.01% 861

Other funds holding ULQ

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Concert Wealth Management's ULQ Position: Q4 2016 in Review

Concert Wealth Management sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q4 2016, closing a stake of 657 shares — an estimated $33K sold.

Concert Wealth Management first reported a position in ULQ in Q3 2016 and held it in 1 quarter. The position peaked at $33K in Q3 2016. 88 funds tracked by Wall St. Rank hold ULQ as of Q4 2016.

  • Concert Wealth Management reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 657 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q4 2016, an estimated $33K.
  • Concert Wealth Management first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $33K in Q3 2016.
  • 88 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.