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Exchange Capital Management’s ProShares Ultra Russell2000 UWM Stock Holding History

Exchange Capital 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
2016
Q3 		– Sell
-208
Closed -$4K – 264
2016
Q2 		$4K Buy
+208
New +$4.07K ﹤0.01% 216
2015
Q1 		– Sell
-224
Closed -$5K – 298
2014
Q4 		$5K Sell
224
-456
-67% -$9.42K ﹤0.01% 204
2014
Q3 		$13K Sell
680
-32
-4% -$664 0.01% 154
2014
Q2 		$16K Sell
712
-1,028
-59% -$21K 0.01% 147
2014
Q1 		$38K Buy
+1,740
New +$36.9K 0.02% 108

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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
PP
Pension Partners New York $72.6M AUM
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Exchange Capital Management's UWM Position: Q3 2016 in Review

Exchange Capital Management sold out of ProShares Ultra Russell2000 (UWM) in Q3 2016, closing a stake of 208 shares — an estimated $4K sold.

Exchange Capital Management first reported a position in UWM in Q1 2014 and held it in 5 quarters. The position peaked at $38K in Q1 2014. 44 funds tracked by Wall St. Rank hold UWM as of Q3 2016.

  • Exchange Capital Management reported no remaining ProShares Ultra Russell2000 position as of Q3 2016 after selling out during the quarter.
  • Exchange Capital Management sold 208 ProShares Ultra Russell2000 shares in Q3 2016, an estimated $4K.
  • Exchange Capital Management first reported a position in ProShares Ultra Russell2000 in Q1 2014 and held it in 5 quarters.
  • Exchange Capital Management's ProShares Ultra Russell2000 position peaked at $38K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2016.

Based on Exchange Capital Management's 13F filing for Q3 2016, filed 9 Nov 2016.