CWM
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Cornerstone Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-25,414
Closed -$187K – 1113
2018
Q3 		$187K Buy
+25,414
New +$1.08M ﹤0.01% 1217

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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Cornerstone Wealth Management's UWM Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of ProShares Ultra Russell2000 (UWM) in Q4 2018, closing a stake of 25,414 shares — an estimated $187K sold.

Cornerstone Wealth Management first reported a position in UWM in Q3 2018 and held it in 1 quarter. The position peaked at $187K in Q3 2018. 35 funds tracked by Wall St. Rank hold UWM as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining ProShares Ultra Russell2000 position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 25,414 ProShares Ultra Russell2000 shares in Q4 2018, an estimated $187K.
  • Cornerstone Wealth Management first reported a position in ProShares Ultra Russell2000 in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's ProShares Ultra Russell2000 position peaked at $187K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.