FA
ULQ

FDx Advisors’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

FDx Advisors’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
2017
Q3 		– Sell
-7,718
Closed -$388K – 1335
2017
Q2 		$388K Sell
7,718
-7,212
-48% -$363K 0.01% 872
2017
Q1 		$750K Sell
14,930
-23,426
-61% -$1.18M 0.02% 627
2016
Q4 		$1.92M Buy
+38,356
New +$1.92M 0.06% 293

Other funds holding ULQ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FDx Advisors's ULQ Position: Q3 2017 in Review

FDx Advisors sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q3 2017, closing a stake of 7,718 shares — an estimated $388K sold.

FDx Advisors first reported a position in ULQ in Q4 2016 and held it in 3 quarters. The position peaked at $1.92M in Q4 2016. 99 funds tracked by Wall St. Rank hold ULQ as of Q3 2017.

  • FDx Advisors reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q3 2017 after selling out during the quarter.
  • FDx Advisors sold 7,718 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q3 2017, an estimated $388K.
  • FDx Advisors first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q4 2016 and held it in 3 quarters.
  • FDx Advisors's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $1.92M in Q4 2016.
  • 99 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.