Creative Planning
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Creative Planning’s ProShares Ultra Russell2000 UWM Stock Holding History

Creative Planning’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
Q3 		– Sell
-1,032
Closed -$31K – 3637
2017
Q2 		$31K Sell
1,032
-40,920
-98% -$1.19M ﹤0.01% 2870
2017
Q1 		$1.21M Buy
41,952
+39,796
+1,846% +$1.13M 0.01% 600
2016
Q4 		$60K Buy
2,156
+80
+4% +$2K ﹤0.01% 2248
2016
Q3 		$49K Hold
2,076
– – ﹤0.01% 2383
2016
Q2 		$42K Hold
2,076
– – ﹤0.01% 2272
2016
Q1 		$39K Sell
2,076
-2,400
-54% -$39.8K ﹤0.01% 2272
2015
Q4 		$89K Buy
4,476
+2,400
+116% +$49.8K ﹤0.01% 1705
2015
Q3 		$39K Buy
+2,076
New +$45.9K ﹤0.01% 2228
2015
Q2 		– Sell
-2,876
Closed -$70K – 2945
2015
Q1 		$70K Sell
2,876
-800
-22% -$18.3K ﹤0.01% 1776
2014
Q4 		$83K Hold
3,676
– – ﹤0.01% 1650
2014
Q3 		$70K Sell
3,676
-724
-16% -$15K ﹤0.01% 1700
2014
Q2 		$98K Buy
4,400
+2,636
+149% +$53.9K ﹤0.01% 1441
2014
Q1 		$38K Buy
1,764
+800
+83% +$17K ﹤0.01% 1981
2013
Q4 		$21K Buy
964
+444
+85% +$8.64K ﹤0.01% 2163
2013
Q3 		$9K Buy
+520
New +$8.9K ﹤0.01% 2511

Other funds holding UWM

CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 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
PSW
Portfolio Strategies (Washington) Tacoma, Washington $50.1M AUM 11.94% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Pension Partners New York $72.6M AUM
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Creative Planning's UWM Position: Q3 2017 in Review

Creative Planning sold out of ProShares Ultra Russell2000 (UWM) in Q3 2017, closing a stake of 1,032 shares — an estimated $31K sold.

Creative Planning first reported a position in UWM in Q3 2013 and held it in 15 quarters. The position peaked at $1.21M in Q1 2017. 39 funds tracked by Wall St. Rank hold UWM as of Q3 2017.

  • Creative Planning reported no remaining ProShares Ultra Russell2000 position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,032 ProShares Ultra Russell2000 shares in Q3 2017, an estimated $31K.
  • Creative Planning first reported a position in ProShares Ultra Russell2000 in Q3 2013 and held it in 15 quarters.
  • Creative Planning's ProShares Ultra Russell2000 position peaked at $1.21M in Q1 2017.
  • 39 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.