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D. Scott Neal’s ProShares Ultra Russell2000 UWM Stock Holding History

D. Scott Neal’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
2020
Q1 		– Sell
-5,328
Closed -$205K – 44
2019
Q4 		$205K Buy
+5,328
New +$187K 0.1% 40
2018
Q4 		– Sell
-27,316
Closed -$1.16M – 35
2018
Q3 		$1.16M Sell
27,316
-7,258
-21% -$308K 0.58% 19
2018
Q2 		$1.38M Sell
34,574
-1,804
-5% -$69K 0.77% 13
2018
Q1 		$1.26M Sell
36,378
-5,872
-14% -$211K 0.72% 17
2017
Q4 		$1.49M Sell
42,250
-2,890
-6% -$99K 0.89% 16
2017
Q3 		$1.51M Buy
45,140
+21,320
+90% +$642K 0.91% 15
2017
Q2 		$716K Buy
23,820
+3,400
+17% +$99K 0.49% 22
2017
Q1 		$590K Sell
20,420
-2,040
-9% -$58.1K 0.38% 26
2016
Q4 		$626K Sell
22,460
-120
-0.5% -$3K 0.45% 22
2016
Q3 		$535K Buy
22,580
+15,680
+227% +$356K 0.42% 20
2016
Q2 		$139K Buy
6,900
+6,020
+684% +$118K 0.12% 42
2016
Q1 		$17K Hold
880
– – 0.02% 87
2015
Q4 		$17K Buy
+880
New +$18.3K 0.01% 85
2015
Q3 		– Sell
-12,300
Closed -$300K – 36
2015
Q2 		$300K Buy
12,300
+2,660
+28% +$65.2K 0.21% 32
2015
Q1 		$234K Hold
9,640
– – 0.17% 33
2014
Q4 		$218K Buy
+9,640
New +$199K 0.15% 34
2014
Q3 		– Sell
-9,460
Closed -$211K – 35
2014
Q2 		$211K Sell
9,460
-940
-9% -$19.2K 0.17% 34
2014
Q1 		$224K Hold
10,400
– – 0.19% 40
2013
Q4 		$221K Buy
+10,400
New +$202K 0.2% 35

Other funds holding UWM

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return

D. Scott Neal's UWM Position: Q1 2020 in Review

D. Scott Neal sold out of ProShares Ultra Russell2000 (UWM) in Q1 2020, closing a stake of 5,328 shares — an estimated $205K sold.

D. Scott Neal first reported a position in UWM in Q4 2013 and held it in 19 quarters. The position peaked at $1.51M in Q3 2017. 24 funds tracked by Wall St. Rank hold UWM as of Q1 2020.

  • D. Scott Neal reported no remaining ProShares Ultra Russell2000 position as of Q1 2020 after selling out during the quarter.
  • D. Scott Neal sold 5,328 ProShares Ultra Russell2000 shares in Q1 2020, an estimated $205K.
  • D. Scott Neal first reported a position in ProShares Ultra Russell2000 in Q4 2013 and held it in 19 quarters.
  • D. Scott Neal's ProShares Ultra Russell2000 position peaked at $1.51M in Q3 2017.
  • 24 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2020.

Based on D. Scott Neal's 13F filing for Q1 2020, filed 27 Apr 2020.